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Clay Nickel

18 Years of Experience
Little Rock, AR
Broker

Clay Nickel is a registered investment advisor at Arvest Wealth Management, based in Little Rock, AR, with 18 years of industry experience. Clay 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

17421 Chenal Parkway, Little Rock, AR, 72223

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Clay is dually employed by Arvest Bank's Trust Department and Arvest Wealth Management, splitting his time evenly between the two.

Employment History
Current Registrations
Arvest Wealth Management
January 2011 - Present · 15 yrs 4 mos
Arvest Wealth ManagementBroker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Commerce Brokerage Services, INC.Broker
September 2004 - January 2005 · 4 mos
Raymond James Financial Services
June 2000 - December 2002 · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
February 2000 - December 2002 · 2 yrs 10 mos
State Registrations4 states
ARKSMOOK
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.