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About SEARCY FINANCIAL SERVICES, INC.
SEARCY FINANCIAL SERVICES, INC. is a leading financial advisory firm that has been providing expert financial guidance to clients for over 20 years. With a team of highly experienced and knowledgeable advisors, the firm specializes in creating customized financial plans to help clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
SEARCY FINANCIAL SERVICES, INC. takes a holistic and personalized approach to financial planning. By understanding a client’s unique financial situation, goals, and risk tolerance, their team of experts develops a comprehensive financial plan that includes investment strategies, retirement planning, tax planning, and estate planning.
Their goal is to help clients make informed financial decisions and navigate the complexities of the financial world with confidence. With a deep understanding of the market and a commitment to providing top-notch service, SEARCY FINANCIAL SERVICES, INC. is a trusted partner for long-term financial success.
Facts and Insights
SEARCY FINANCIAL SERVICES, INC. is a registered investment advisory (RIA) firm based in Searcy, Arkansas. According to publicly available data, the firm manages over $100 million in assets under management (AUM) for clients. The firm has a team of 3 advisors, each with an average of 15 years of experience in the financial industry.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 3 advisors | 20+ years |
Financial Services Offered
SEARCY FINANCIAL SERVICES, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types
SEARCY FINANCIAL SERVICES, INC. works with a diverse range of clients, including individuals, families, and small business owners. They also have experience in working with high net worth individuals and provide tailored services to meet the unique needs of each client.
Fees & Compensation
SEARCY FINANCIAL SERVICES, INC. charges a fee for its financial advisory services based on a percentage of the client’s AUM. The firm’s fee schedule is outlined in its Form ADV, which is available to clients upon request. As a fee-only advisor, the firm does not receive any commissions or compensation from third parties, ensuring that their advice is always in the client’s best interest.
Background
SEARCY FINANCIAL SERVICES, INC. was founded in 2001 by John Searcy, a leading financial expert with over 30 years of experience in the industry. Through his leadership and expertise, the firm has grown to become one of the most trusted and respected financial advisory firms in Arkansas.
Financial Advisor Disclosures to Know
As a registered investment advisor, SEARCY FINANCIAL SERVICES, INC. adheres to strict compliance regulations set by the Securities and Exchange Commission (SEC). All clients are provided with a copy of the firm’s disclosure document (Form ADV) that outlines their services, fees, and any potential conflicts of interest.
In addition, all of the firm’s advisors are required to disclose any disciplinary events or conflicts of interest on their Form ADV. This information is publicly available on the SEC’s website and can also be obtained directly from the firm upon request.