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Rebecca Foster

24 Years of Experience
Oklahoma City, OK
1 DisclosureBroker

Rebecca Foster is a registered investment advisor at Arvest Wealth Management, based in Oklahoma City, OK, with 24 years of industry experience. Rebecca 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
IM Fee
Planning only
Assets Under Management
$2.8B

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

201 Robert S. Kerr Avenue, Suite 100, Oklahoma City, OK, 73102

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2004
Settled
Employment History
Current Registrations
Arvest Wealth ManagementBroker
January 2025 - Present · 1 yr 8 mos
Arvest Wealth Management
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
February 2023 - January 2025 · 1 yr 11 mos
Hornor, Townsend & Kent, LLCBroker
January 2023 - January 2025 · 2 yrs
Brokers Financial
September 2021 - January 2023 · 1 yr 4 mos
Brokers International Financial Services, LLC.Broker
September 2021 - January 2023 · 1 yr 4 mos
Strategic Financial Concepts, LLC
February 2019 - August 2021 · 2 yrs 6 mos
LPL Financial LLCBroker
February 2019 - December 2020 · 1 yr 10 mos
Mutual of Omaha Investor Services, INC.Broker
June 2017 - February 2019 · 1 yr 8 mos
Mutual of Omaha Investor Services, INC.
June 2017 - February 2019 · 1 yr 8 mos
Prudential Financial Planning Services
December 2016 - May 2017 · 5 mos
Pruco Securities, LLC.Broker
October 2016 - May 2017 · 7 mos
Avellino Financial Advisors, INC.
June 2016 - November 2016 · 5 mos
Forest Securities,inc.Broker
June 2016 - November 2016 · 5 mos
AXA Advisors, LLC
December 2015 - February 2016 · 2 mos
AXA Advisors, LLCBroker
December 2015 - February 2016 · 2 mos
Bfc Planning, INC.
September 2014 - December 2015 · 1 yr 3 mos
Securities Management & Research, INC.Broker
September 2014 - December 2015 · 1 yr 3 mos
MML Investors Services, LLC
August 2011 - October 2014 · 3 yrs 2 mos
MML Investors Services, LLCBroker
August 2011 - October 2014 · 3 yrs 2 mos
LPL Financial LLC
April 2008 - June 2011 · 3 yrs 2 mos
LPL Financial LLCBroker
April 2008 - June 2011 · 3 yrs 2 mos
Edward Jones
May 2007 - March 2008 · 10 mos
Edward JonesBroker
September 2003 - March 2008 · 4 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2002 - September 2003 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2002 - September 2003 · 1 yr 3 mos
Pruco Securities CorporationBroker
February 1994 - October 1994 · 8 mos
Fortis Investors, INC.Broker
April 1993 - July 1993 · 3 mos
State Registrations6 states
ARKSMOOKPATX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rebecca Foster - Financial Advisor | TrueAdvisor