Dennis Whittaker
Dennis Whittaker is a CFA-designated registered investment advisor at Arvest Wealth Management, based in Overland Park, KS, with 24 years of industry experience. Dennis 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
7401 West 135th Street, Overland Park, KS, 66223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is dually employed by Arvest Bank's Trust Department and Arvest Wealth Management, splitting his time evenly. He also serves as Society Chair and Board Member for the Southern Municipal Finance Society and is a Board of Governors member and Co-Chair of the Disclosure Committee for the National Federation of Municipal Analysts, dedicating a few hours per week to each organization.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
Duncan-Williams, INC.Broker
Union Planters Investment Advisors, INC.
Duncan-Williams, INC.Broker
Arvest Asset ManagementBroker
Llama CompanyBroker
State Registrations5 states
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