Arvest Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

Arvest Wealth Management offers investment advisory services through wrap fee programs, retirement plan consulting, and financial planning. They evaluate clients' needs and goals to recommend appropriate accounts and programs. Fees vary, and advisors are incentivized to recommend higher-priced services, though policies require them to act in the client's best interest. Retirement plan consulting services are transitioning to Arvest Bank Trust Department.

Assets Under Management$2.8B
Clients6,336
Advisors208
Avg. per Client$450K
Avg. per Advisor$14M

Fee Structure

Arvest Wealth Management's financial planning fees are determined based on the nature of the services and the complexity of the client's circumstances. Fees can be calculated on an hourly basis, ranging from $25 to $100 per hour, or on a fixed fee basis, typically ranging from $250 to $1,000, depending on the specific arrangement.

One-Time Plan:$250 - $1,000
Hourly Rate:$25 - $100/hr
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Location

208 Advisors at this firm

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