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Timothy Murphy

18 Years of Experience
Tulsa, OK
2 DisclosuresBroker

Timothy Murphy is a registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 18 years of industry experience. Timothy 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

6306 East 101st, Tulsa, OK, 74137

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History

Regulatory History (2)
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Financial
July 2020
Final
Regulatory
January 2020
Final
Employment History
Current Registrations
Arvest Wealth Management
September 2019 - Present · 6 yrs 8 mos
Arvest Wealth ManagementBroker
August 2019 - Present · 6 yrs 9 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.