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David Adams

Advisor at Hot Springs Asset Management, Inc.

Updated today

Firm

Hot Springs Asset Management, Inc.

Location

Hot Springs Village, AR 71909

Credentials

Series 63, Series 65

Industry experience

26 years

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.50%

Project-based

Hourly rate for limited scope planning engagements ranges from $85 to $125 per hour depending on complexity.

Other

Account minimum: $100,000 Fee-only: HSAM is strictly a fee-only investment management firm; no commissions or other compensation accepted.

Work history

Hot Springs Asset Management, Inc.

2007 - Present (19 years)

David C. Adams, Cpa

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mark S

Series 66

Glenwood, AR

Merrill

Mark Seitzer serves as an Associate Resident Director at Merrill Resident Director. With 21 years of experience at Merrill, including 12 years as a Senior Financial Advisor, he specializes in legacy planning, portfolio management services, and retirement income. Mark emphasizes a disciplined, long-term investment approach grounded in asset allocation, diversification, and rebalancing. He prioritizes understanding clients' financial goals to deliver personalized service and trusted advisory relationships. Mark holds a Bachelor's Degree from Henderson State University and an Associate's Degree from NPCC. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Based in Glenwood, AR, Mark resides with his wife, Christy, and their family. Outside of his professional role, he enjoys golfing, traveling, and spending time with his family.

Retirement income strategy Wealth management General estate planning guidance

Thomas W

Series 66

Hot Springs, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner

James B

CFP®, Series 66

Hot Springs Village, AR

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Military & Veterans Founder/Business Owner

Clinton K

Series 66

Benton, AR

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Planning for children with special needs

Mitchell L

Series 66

Hot Springs, AR

Merrill

Mitchell Lowe is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Mitchell provides ongoing advice and adjusts clients' portfolios to align with evolving personal and financial circumstances. His expertise lies in helping individuals navigate the complexities of managing multiple financial priorities, including saving for college, purchasing a home, caring for elderly parents, and planning for healthcare needs. As a Personal Investment Advisor (PIA), Mitchell brings a client-focused approach that emphasizes connecting all aspects of a client’s financial life to prioritize and pursue the goals most important to them. Mitchell holds a Bachelor's Degree from Southern Arkansas University.

College savings (529s, UTMA, etc.) Elder care planning Caring for aging parents General retirement planning Wealth management

Jesse B

Series 66

Hot Springs, AR

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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