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Timothy Murphy

Arvest Wealth Management
19 Years of Experience
Tulsa, OK
2 DisclosuresBroker
View SEC Summary
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Timothy Murphy is a registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 19 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,810 clients with $3.4B in assets under management.

Arvest Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
204 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

Investment management only (planning not offered)
  • Financial planning hourly rate — ranging from $25 to $100 per hour depending on the complexity of the client's situation
  • Fixed fee financial planning — ranging from $250 to $1,000 depending on the specific arrangement reached with the client
One-Time Plan:$250 - $1,000
Hourly Rate:$25 - $100/hr
View Full SEC Brochure

Location

6306 East 101st, Tulsa, OK, 74137

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History

Regulatory History (2)
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.
Financial
July 2020
Final
Regulatory
January 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Arvest Wealth Management
September 2019 - Present · 7 yrs 1 mo
Arvest Wealth ManagementBroker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2016 - August 2019 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2016 - August 2019 · 3 yrs 2 mos
Bok Financial Advisors
February 2012 - July 2016 · 4 yrs 5 mos
Bosc, INC.Broker
February 2012 - July 2016 · 4 yrs 5 mos
Wells Fargo Advisors, LLC
June 2009 - February 2012 · 2 yrs 8 mos
Wells Fargo Advisors, LLCBroker
July 2008 - February 2012 · 3 yrs 7 mos
H&r Block Financial Advisors, INC.Broker
December 2007 - April 2008 · 4 mos
Banc of America Investment Services, INC.Broker
May 2004 - December 2004 · 7 mos
State Registrations6 states
ARKSMAMOOKUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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