Matthew
Wahl

Forvis Mazars Wealth Advisors, LLC

CRD#4152890
Investment Advisor
in Little Rock, AR

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About this Advisor

Matthew Wahl is a financial advisor based in Little Rock, Arkansas, working with Forvis Mazars Wealth Advisors, LLC. Matthew has previously held positions at Bkd Wealth Advisors, LLC and Forvis Wealth Advisors, LLC. Matthew has passed the Series 63 regulatory exam and is registered to provide services in Arkansas, Mississippi, Oklahoma, and Texas. Currently, Matthew is part of Forvis Mazars Wealth Advisors, LLC, which operates out of Little Rock, Arkansas. The firm has 52 offices and 120 employees. The firm manages assets totaling $7.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Forvis Mazars Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 W Capitol Ave Suite 2500
Little Rock, AR 72203

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Forvis Mazars Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$7,888,121,845

AR Average: $11,469,110,461
Total Number of Employees

120

AR Average: 458
Total Number of Accounts

12,298

AR Average: 33,415
Average Account Size

$641,415

AR Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Wahl Work History

2022 - Present (3 years)

Forvis Wealth Advisors, LLC

2008 - 2022 (14 years)

Bkd Wealth Advisors, LLC

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Disclosures

Please visit the SEC profile of Matthew Wahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Forvis Mazars Wealth Advisors, LLC

Deanna Foley
Springfield, MO
Braiden Jolliff
Springfield, MO
Natalie Hyde
Omaha, NE
John Fleming
Springfield, MO
Alexander Hunter
Kansas City, MO
Justin Wheeler
Springfield, MO
Bronson Verhines
Indianapolis, IN
Colby Robinson
Springfield, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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