Veach Family Financial logo

Veach Family Financial

Updated today

Client assets under management

$129,759,850

Clients

191

27% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

96

High

Average account size

$679,371

About

Veach Family Financial serves individuals (including high-net-worth households), pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized investment management and related financial planning services such as retirement, education, cash flow, and estate planning. The firm operates on a fee-only basis and manages client assets on a discretionary basis through qualified custodians.

The firm’s investment approach centers on strategic asset allocation with passively managed funds as core holdings and a globally diversified mix of no-load mutual funds and ETFs, with individual securities used occasionally or at client direction. Portfolios are governed by written advisory agreements, reviewed at least quarterly, and can be tailored to client risk tolerances or restrictions; limited-scope hourly planning is also offered.

Distinctive for a supported firm, Veach Family Financial is affiliated by common ownership and shared office space with an accounting/tax firm, and a principal allocates a portion of time to that related tax business, which can enable closer coordination between tax and investment planning. The firm is a small, two-advisor team managing roughly $134 million for about 190 client households and uses institutional custody and trading services through Schwab.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Cash flow / budgeting

Occupation focus

Retired Founder/Business Owner

Fee options

Percentage

$0 - $250,000: 1.00% $250,000 - $500,000: 0.90% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.60% $3,000,000 - $4,000,000: 0.50% $4,000,000 - $5,000,000: 0.40% $5,000,000+: 0.30%

Project-based

$200 per hour for limited scope planning engagements

Other

Account minimum: $250,000 Minimum fee: $2,000 annually (negotiable) Fee-only: Fees are negotiable; firm is fee-only and does not accept commissions or finder's fees

Main office location

Veach Family Financial

8412 Counts Massie Road

North Little Rock AR 72113, United States

Number of offices

1

Most active in

Arkansas · Florida · Louisiana · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Andrew V

Series 65

North Little Rock, AR

Veach Family Financial

Andrew Veach is a financial advisor at Veach Family Financial in North Little Rock, AR, holding a Series 65 designation with seven years of industry experience. He has worked at Independent Financial Advisors, Inc. since 2022 and Applied Capital LLC since 2018. Prior to his advisory roles, he was employed at Spirotherm from 2012 to 2018. Veach Family Financial provides personalized, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $130 million for around 180 client households, employing a strategic asset allocation approach centered on passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities or limited option strategies.

Cash flow / budgeting Retired Founder/Business Owner
user avatar

Clifford V

PFS™, Series 63

North Little Rock, AR

Veach Family Financial

Clifford Veach is a financial advisor at Veach Family Financial with 29 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Applied Capital LLC and Craft Veach & Co CPAs. Veach owns Independent Tax Services, Inc., a CPA firm offering tax planning and preparation for individuals and small businesses. Veach Family Financial provides personalized, fee-only investment management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities, managing approximately $130 million for around 180 client households.

Cash flow / budgeting Retired Founder/Business Owner
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