Asa Cottrell is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Little Rock, AR, with 31 years of industry experience. Asa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 6,336 clients with $2.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
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.
Location
17421 Chenal Parkway, Little Rock, AR, 72223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Asa is an advisory board member for the Arkansas Bankers Association, focusing on bank-related legislation. This requires minimal time commitment.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
NationssecuritiesBroker
Dean Witter Reynolds INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.