Antoine Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,121,920
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$457,991
About
Antoine Wealth Management works with individual investors and small businesses to provide written financial planning and ongoing portfolio management, along with retirement, education, divorce, and business-consulting advice. The firm manages a modest asset base (about $4.12 million) for a small number of clients and generally charges percentage-of-AUM fees under written engagement agreements.
Portfolios are constructed using a blend of passive and active strategies informed by Modern Portfolio Theory, with an emphasis on scenario analysis and stress testing to address tail‑risk events; the firm implements client-specific written investment guidelines and may manage accounts on either a discretionary or non‑discretionary basis. Tactical, short‑term positions are used only occasionally, and the adviser does not sponsor wrapped fee programs.
Noteworthy differences from many peers include that the firm’s principal maintains a full‑time corporate operations role outside the advisory business and will avoid providing advice on that employer’s securities, and the firm offers modular planning and an installment planning option that can be paired with a reduced asset‑based management fee while aggregating household accounts for fee treatment. The firm also relies on a recommended institutional custodian for execution and support services, does not vote client proxies, and serves a very small client roster, factors that can affect the adviser’s operational capacity and service model.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Fixed fees for financial planning engagements range from $600 to $6,500
$0 - $249,999: 1.00% annually $249,999 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
Fixed monthly fees for ongoing financial planning paid in advance, ranging from $600 to $6,500 per year
Minimum fee: Fixed fees ranging from $600 to $6,500 for one-time financial planning engagements; fixed monthly fees for ongoing financial planning ranging from $600 to $6,500 per year Fee-only: Fees are fee-only; no commissions or performance-based fees charged
Main office location
Antoine Wealth Management
Conway AR, United States
Number of offices
1
Most active in
Antoine Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arkansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")