TK
CFP
TK
CFP

Tommy Karr

23 Years of Experience
Lowell, AR
Broker

Tommy Karr is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Lowell, AR, with 23 years of industry experience. Tommy 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
205 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
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Location

913 West Monroe Avenue, Lowell, AR, 72745

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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

Tommy is dually employed by Arvest Bank's Trust Department and Arvest Wealth Management. He splits his time with 75% dedicated to Arvest Bank and 25% to Arvest Wealth Management.

Employment History
Current Registrations
Arvest Wealth Management
October 2003 - Present · 23 yrs
Arvest Wealth ManagementBroker
March 2003 - Present · 23 yrs 7 mos
State Registrations7 states
ARCACOOHTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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