Carrie Coles is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 24 years of industry experience. Carrie 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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Carrie serves as the treasurer for the Cascia Hall Parent Faculty Association, a high school parent association. She dedicates minimal time to this role, managing expenses, income, and budgets for parent-led activities.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations25 states
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