Eric Shepard is a registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 25 years of industry experience. Eric 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
515 S Boulder Avenue, Suite 100, Tulsa, OK, 74103
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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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Eric owns and passively manages rental real estate properties, including one since 2007 and co-ownership in Shepley Holdings LLC since 2006. These activities require minimal time.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
New England Securities Corporation
Msi Financial Services, INC.Broker
New England SecuritiesBroker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
New England Securities Corporation
New England SecuritiesBroker
Eagle Strategies CORP
Nylife Securities INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.