Kevin Lacewell is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Lowell, AR, with 24 years of industry experience. Kevin 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
913 West Monroe Avenue, Lowell, AR, 72745
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is dually employed by Arvest Bank's Trust Department in Rogers, AR. He splits his time 75%/25% between Arvest Bank and Arvest Wealth Management.
Employment History
Current Registrations
Arvest Wealth ManagementBroker
Arvest Wealth Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
Cambridge Investment Research, INC.Broker
MML Investors Services, INC.Broker
State Registrations2 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.