Michael Shirley is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Lowell, AR, with 21 years of industry experience. Michael 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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Michael is an Elder Chairman at Covenant Church since 1992 and an Adjunct Professor at John Brown University since 2019. These activities take about 10% of his time and are not investment related.
Employment History
Current Registrations
Arvest Wealth ManagementBroker
Arvest Wealth Management
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Windward Securities CorporationBroker
Tower Square Securities, INC.Broker
State Registrations18 states
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