W
Wealth Ready
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,250,000
Total clients
19
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$65,789
About
Wealth Ready provides financial planning and discretionary investment supervisory and management services to individuals, trusts, estates, charitable organizations and business entities, beginning with a complimentary consultation and an immediate financial plan at no charge. The firm manages client portfolios through third‑party custodians and does not accept custody of client assets except for authorized fee deduction.
The firm emphasizes diversified asset allocation within client-specific risk ranges determined using Riskalyze, and recommended portfolios commonly include exchange‑listed securities, ETFs, mutual funds, corporate and municipal debt. While the firm states a broadly passive investment posture, it also employs fundamental, technical and cyclical analysis and may implement a range of strategies — including long‑ and short‑term positions and certain options transactions — under discretionary authority.
Noteworthy distinctions include that the firm’s principal is licensed as an insurance agent and may recommend fixed indexed annuities and life insurance for which commissions are paid (a disclosed conflict of interest; the principal spends under 10% of his time on insurance activities). The firm also offers free educational seminars and workshops and operates at a small scale (managing roughly $1.25 million for a limited number of client relationships), and the principal maintains full‑time employment administering Health Savings Accounts for a third party, with clients not solicited for that business.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Life insurance needs analysis
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Fee options
$0 - $100,000: 1.00% $100,001 - $250,000: 0.90% $250,001 - $500,000: 0.85% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.65% $5,000,001+: Negotiable
Main office location
Wealth Ready
Benton AR, United States
Number of offices
1
Most active in
Wealth Ready has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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