Zachary
Talley

Mustard Seed Wealth Management

CRD#5477904
Investment Advisor
in Magnolia, AR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Zachary Talley is a financial advisor based in Magnolia, Arkansas, working with Mustard Seed Wealth Management. Zachary has previously held a position at Mustard Seed Wealth Management. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Arkansas and Louisiana. Currently, Zachary is part of Mustard Seed Wealth Management, which operates out of Magnolia, Arkansas. The firm has 4 offices and 9 employees. The firm manages assets totaling $364.0 million 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, and educational seminars. The fee structure at Mustard Seed Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

202 S. Pine
Magnolia, AR 71753

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mustard Seed Wealth Management Brokerage Details

Total Assets Under Management

$364,014,879

AR Average: $880,205,985
Total Number of Employees

9

AR Average: 42
Total Number of Accounts

1,617

AR Average: 1,714
Average Account Size

$225,117

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Zachary Talley Work History

2017 - Present (7 years)

Mustard Seed Wealth Management

2008 - Present (16 years)

Mustard Seed Wealth Management

Disclosures

Please visit the SEC profile of Zachary Talley 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 Mustard Seed Wealth Management

Laurie Pinner
Magnolia, AR
Zachary Talley
Magnolia, AR
Angela Glass
Magnolia, AR
Jonathan Baird
Magnolia, AR
Bruce Butterfield
El Dorado, AR
Minna Green
Magnolia, AR
James Ashby
Magnolia, AR

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started