Fee-only adviser · Fayetteville, AR
Whiterock Wealth Design, LLC
Whiterock Wealth Design, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fayetteville, Arkansas. On its latest Form ADV, filed August 28, 2026, it reports $633M in regulatory assets under management, 731 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 342236 · SEC file 801-136429 |
| Office | 4426 North Waterside Court 110 Fayetteville, AR 72703 |
| Phone | (479) 439-5550 |
| Website | www.whiterockwealthdesign.com |
| Regulatory assets under management | $633M |
| Individual clients | 558 non-high-net-worth, 173 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 28, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fayetteville
- Greenwood Gearhart, LLC $2.0B
- Signalup Wealth, LLC $10M
- Holy City Prosperity, LLC $27M
- Lexington Research and Capital Group, LLC $355M
See all 5 fee-only advisers in Fayetteville →
Nearby
- Springdale 1 firm
- Rogers 5 firms
- Bentonville 2 firms
- Siloam Springs 1 firm
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