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Dwight Adkins

Arvest Wealth Management
25 Years of Experience
Yukon, OK
1 DisclosureBroker
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Dwight Adkins is a registered investment advisor at Arvest Wealth Management, based in Yukon, OK, with 25 years of industry experience. Dwight is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,810 clients with $3.4B in assets under management.

Arvest Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
204 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

Investment management only (planning not offered)
  • Financial planning hourly rate — ranging from $25 to $100 per hour depending on the complexity of the client's situation
  • Fixed fee financial planning — ranging from $250 to $1,000 depending on the specific arrangement reached with the client
One-Time Plan:$250 - $1,000
Hourly Rate:$25 - $100/hr
View Full SEC Brochure

Location

1051 South Cornwell Drive, Yukon, OK, 73099

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History

Regulatory History (1)
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Customer Dispute
June 2012
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Arvest Wealth Management
March 2004 - Present · 22 yrs 7 mos
Arvest Wealth ManagementBroker
September 2003 - Present · 23 yrs 1 mo
Previous Registrations
Edward JonesBroker
January 2001 - September 2003 · 2 yrs 8 mos
State Registrations26 states
ALARAZCACOFLGAIAILINKSMDMOMTNCNYOHOKORPASCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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