Stoffel Financial Advisor's, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
150
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
150
Average account size
$0
About
Stoffel Financial Advisors provides financial planning to individuals, trusts and retirement plans, with a stated focus on retirement-income planning for clients within about five to ten years of their target retirement date and those already retired. Services are delivered on flat‑fee or hourly terms and plans are tailored based on a client’s net worth, goals and risk tolerance.
The firm does not maintain client custodial accounts or exercise discretionary portfolio management; instead it typically recommends an "Income for Life Model," a time‑segmented distribution strategy, and emphasizes broad diversification. Recommendations may include illiquid investments such as non‑traded REITs and annuities, and plan reviews are provided at the client’s request or under the signed engagement.
Advisors are also registered representatives of LPL Financial and act as agents for insurance companies through that relationship, so implementation frequently involves brokerage or insurance commissions and may be limited to transacting through LPL unless alternative authorization is provided. The firm conducts educational seminars and workshops (sometimes sponsored by product providers) and, notably, does not provide direct portfolio management or charge percentage‑of‑AUM fees, instead relying on standalone planning engagements.
Client services
Financial planning
Educational seminars or workshops
Expertise
Retirement income strategy
Annuities
Real estate investing
Demographic focus
Approaching retirement
Fee options
Flat fee financial planning based on net worth: $500 to $1,500
$0 - $250,000: $500 flat fee $250,001 - $999,999: $1,000 flat fee $1,000,000+: $1,500 flat fee
Advisors may receive commissions on insurance and securities sales through LPL Financial
$250.00 per hour
Fee-only: Flat fees based on net worth: $500 to $1,500; Hourly rate: $250/hour
Main office location
Stoffel Financial Advisor's, LLC
1519 S. Bowman Rd., Suite H
Little Rock AR 72211, United States
Number of offices
1
Most active in
Stoffel Financial Advisor's, LLC 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 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.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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