What makes ClientFirst a fee-only fiduciary?

As a fee-only registered investment advisor, ClientFirst is a fiduciary, which means they are legally and ethically obligated to act in the best interest of their clients. They do not receive any commissions or bonuses for recommending certain strategies, ensuring their advice is unbiased.

What qualifications do ClientFirst's financial advisors have?

ClientFirst's financial advisors are CFP® professionals, meaning they have completed extensive training requirements and are held to rigorous ethical standards. This ensures clients receive expert guidance for their financial planning and investment needs.

What geographic areas does ClientFirst serve?

ClientFirst Wealth, Legacy & Estate Planning is based in Little Rock, AR, and serves clients in Arkansas, Texas, Nevada, and Florida.

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Instantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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ClientFirst

$1.8M revenue • 8 employees • 1501 N University Ave #715, Little Rock, AR, 72207, United States

Last Updated Jul 17, 2026

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Company Overview

Company Name

ClientFirst

Address

1501 N University Ave #715, Little Rock, AR, 72207, United States

Website

clientfirstwm.com

Phone

(501) 603-0406

Approx. Annual Revenue

$1.8M

Employees

Established

2006

Google Reviews

5.0 (8 reviews)

Google Business Category

Financial planner

Locations

About ClientFirst

ClientFirst Wealth, Legacy & Estate Planning is an independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, Arkansas. Established in 2006, the company manages over $250 million for clients in Arkansas, Texas, Nevada, and Florida, offering comprehensive financial planning and investment management services tailored to their specific needs.

Business Profile

Read from the ClientFirst website on Oct 27, 2026. Hover an item to see the exact wording it came from.

How ClientFirst works

Pricing published onlineⓘ

About the website

Website quality (AI-assessed): 8/10 · Current copyright 2026; Detailed service and fee information

ClientFirst locations

2 Google Business Profile listings.

Location	Google category	Reviews	Status
1501 N University Ave #715, Little Rock, ARprimary	Financial planner	5.0 (8)	Claimed
4200 S Hulen St Ste 417, Fort Worth, TX	Financial planner	—	Claimed

Financial Advisor Companies near Little Rock, AR

Browse all Financial Advisor companies in Arkansas →

Frequently Asked Questions about ClientFirst

Technologies Used

Next.js

Social Profiles

Key Decision Makers

Edward Mahaffy President

Ed Mahaffy President and Senior Portfolio Manager