JB
JB

Justin Boudreaux

25 Years of Experience
Joplin, MO
1 DisclosureBroker

Justin Boudreaux is a registered investment advisor at Arvest Wealth Management, based in Joplin, MO, with 25 years of industry experience. Justin 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

3201 Mcclelland Blvd, Suite C, Joplin, MO, 64804

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History

Regulatory History (1)
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.
Customer Dispute
February 2010
Settled
Other Business Activities

Justin provides color commentary radio broadcasting for MSSU football games since 2016. He dedicates about 10-20% of his time during football season and receives compensation for this non-investment related activity.

Employment History
Current Registrations
Arvest Wealth Management
December 2008 - Present · 17 yrs 7 mos
Arvest Wealth ManagementBroker
October 2008 - Present · 17 yrs 9 mos
Previous Registrations
Edward JonesBroker
October 2000 - October 2008 · 8 yrs
State Registrations28 states
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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.
Justin Boudreaux - Financial Advisor | TrueAdvisor