Asset ManagerRIA · CRD 324109SEC-Registered

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RetirePath Wealth

RetirePath Wealth opened its doors in 2022 after Dale Colclasure Jr. and Mark Smalling, previously referring clients to each other, combined their practices...

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RetirePath Wealth

RetirePath Wealth opened its doors in 2022 after Dale Colclasure Jr. and Mark Smalling, previously referring clients to each other, combined their practices under one roof. Both principals came to financial planning from other professional backgrounds; Colclasure from a corporate career and Smalling from pre-law, before an internship at a large financial firm shifted his trajectory. The firm is headquartered in Little Rock, Arkansas and operates as a registered investment adviser. The firm’s strategy centers on retirement income planning, Social Security optimization, estate planning, and insurance services bracketed within a holistic advisory model. Asset-class disclosure is absent from public documents. There are no published details on fund structures, co-investor vehicles, or direct deal activity. The firm's specialization is narrow — systematic income generation paired with risk-transfer products. No named portfolio companies or external GP relationships appear in their published materials. RetirePath's team size and assets are not disclosed. For a wealth management firm established in 2022, physical presence remains limited to a single suite on North Rodney Parham Road in Little Rock. The firm’s online footprint describes no adjacent philanthropic or operating-company vehicles, nor do publicly available records reference any club memberships such as Tiger 21 or R360. No dated operational event within the last 24 months is publicly verifiable. As an RIA with a retirement-and-insurance focus, RetirePath's architecture differs from multi-family offices or venture-style firms by operating as a pure services practice rather than a capital allocator. The succession structure appears to rest entirely on the two co-founders, with no public governance or next-generation grooming path articulated. Its independence from a broker-dealer or insurance carrier is a structural feature emphasized in its marketing materials.

General information

Firm type

RIA

Year founded

2022

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Little Rock

Corporate office

11300 North Rodney Parham Road Suite 120, Little Rock, AR, USA

Principals

Dale Colclasure Jr.

Co-Founder

Mark Smalling

Co-Founder

Sector focus

Retail Financial Services

Frequently asked questions

Who runs investment decisions at RetirePath Wealth?

The firm is run by its two co-founders, Dale Colclasure Jr. and Mark Smalling, who combined their individual advisory practices in 2022. No additional investment committee members or portfolio managers are named in public materials. Decision-making appears to reside entirely with the founding principals.

Is RetirePath structured as a family office or a traditional advisory practice?

RetirePath is a registered investment adviser structured as a traditional wealth management practice, not a family office. It serves individual and high-net-worth clients from a single location in Little Rock. There is no evidence of a multi-family office model or pooled-family capital vehicle.

Does RetirePath disclose its assets under management?

No. RetirePath does not publish AUM figures on its website or in any public regulatory filings that have been referenced. Because the firm was founded in 2022, no independent data providers have yet attributed a specific asset number.

What asset classes does RetirePath invest in for clients?

Public materials do not specify asset-class exposure. The firm's service descriptions center on retirement income planning, Social Security claiming strategies, estate documentation, and insurance placements — suggesting a heavy reliance on annuities, fixed-income ladders, and insurance products rather than traditional equity or alternative asset allocation.

How is RetirePath compensated?

As an RIA, RetirePath likely operates on a fee-only or fee-based model, but its exact fee schedule is not published online. The emphasis on insurance services — life, health, and long-term care — might also involve commission-based compensation. Allocators should clarify this structure directly.

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