Mach-1 Financial Group, LLC
SEC RegisteredInvested In You.
About the firm
At Mach 1 Financial Group, we create personalized and comprehensive financial plans alongside our clients as they pursue purpose-driven lives. We are Financial Planning Advisors serving Northwest Arkansas. We created a simple 4-step process for building financial plans inspired by Founder David Lee's service in the United States Air Force.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized and comprehensive financial planning, including a 4-step Retirement Flight Plan process.
Who they serve
Any person who walks through our doors, including new and existing clients seeking financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,405 | $301M |
| High Net Worth Individuals | 161 | $242M |
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mach-1 Financial Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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