Fee-Only Financial Advisor Serving Bentonville, Arkansas


Investment management and retirement guidance for Northwest Arkansas clients who want clear decisions and a defined process.

Serving Bentonville and Northwest Arkansas

Auxan Capital Advisors works with clients across Bentonville and the broader Northwest Arkansas area from its Springfield office, located near the 35-foot fork.



Many clients are based around Bentonville, Rogers, and along Walton Boulevard or I-49, and prefer a mix of in-person meetings in Springfield and remote conversations depending on the situation. The structure is flexible—but the relationship stays consistent.


The firm was founded in 2004 and continues to work with clients across the region, including Fayetteville, Joplin, and Springfield, with a long-term focus on investment management and retirement decisions.

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The Advisors You’ll Work With

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Paul & Jace

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Derek Schmidly

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Dwight Fay

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Tim Baker

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Travis Lathrop

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Paul & Jace

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What We Help Bentonville Clients Solve

Most people reaching out aren’t looking for general advice—they’re trying to solve something specific.


That often includes organizing a portfolio that’s grown over time, preparing for retirement withdrawals, or making decisions around concentrated positions and long-term strategy.


Auxan Capital Advisors focuses on ongoing portfolio management and retirement investing—work that continues well beyond the first meeting. That process is outlined in more detail on the Portfolio Management page.


How the Fee Structure Works

Auxan Capital Advisors is compensated based on the assets it manages.


For most portfolios, fees are tied directly to the account size. For clients using the Concentrated Growth Strategy, there is an additional activity-based component reflecting the level of research and decision-making involved.


That structure is explained clearly before anything begins, so you understand how the work and cost align.


A Different Experience Than National Lists

If you’ve searched for a financial advisor in Bentonville, you’ve likely seen national directories and comparison sites. Those can help you find names—but they don’t show how the work is actually done.


Auxan Capital Advisors provides ongoing investment management with a defined process, consistent advisor access, and clear accountability for decisions over time.


If you’re comparing options, it’s worth understanding how each firm approaches investment decisions. The Investment Approach page walks through how that process works here.


Where Experience Matters

Some financial situations require more than general advice.


Auxan has worked with:


  • Clients preparing for retirement and organizing portfolios for long-term use
  • Business owners balancing company decisions with personal investments
  • Ministry clients navigating Assemblies of God 403(b) plans and support-based income


If your situation fits one of these, you can explore more on the Business Owners page, the Retirement Investing page, or the Pastors & Missionaries page.


What Happens When You Reach Out

The first step is a short conversation to understand your situation and whether it makes sense to move forward.



If it does, you’ll meet with an advisor, review your accounts and goals, and talk through where changes may be needed. From there, the process moves into building and managing your portfolio—but only if both sides decide it’s a good fit.

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Learn Before You Decide

Good investment decisions are easier when the information is clear. Visit our Insights hub for practical guidance on portfolio management, retirement investing, and the questions we hear most from clients.


Next Step

Start With a Conversation

If you’re in Bentonville or Northwest Arkansas and want to understand how this would work for your situation, the next step is a simple conversation.

Common Questions About Financial Advisors in Bentonville

  • Who is a fee-only financial advisor in Bentonville?

    Auxan Capital Advisors is a fee-only Registered Investment Adviser serving clients in Bentonville and across Northwest Arkansas.

  • Do you serve all of Northwest Arkansas?

    Yes. The firm works with clients across Bentonville, Rogers, Fayetteville, and surrounding areas.

  • How do I choose a financial advisor near Bentonville?

    Start by understanding how the advisor is compensated, how investment decisions are made, and what the ongoing relationship looks like.

  • What should I bring to the first meeting?

    A general overview of your accounts, any recent statements, and a sense of what decisions you’re trying to make is enough to get started.

  • Do I need to meet in person?

    Some clients prefer meeting in Springfield, while others work remotely. Both options are available.