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William Orr

17 Years of Experience
Ft Smith, AR
Broker

William Orr is a registered investment advisor at Arvest Wealth Management, based in Ft Smith, AR, with 17 years of industry experience. William 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
IM Fee
Planning only
Assets Under Management
$2.8B

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.

One-Time Plan:$250 - $1,000
Hourly Rate:$25 - $100/hr
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Location

5000 Rogers Ave, Ft Smith, AR, 72903

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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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Employment History
Current Registrations
Arvest Wealth Management
November 2022 - Present · 3 yrs 10 mos
Arvest Wealth ManagementBroker
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
Nationwide Investment Advisors, LLC
January 2020 - November 2022 · 2 yrs 10 mos
Nationwide Investment Services CorporationBroker
January 2020 - November 2022 · 2 yrs 10 mos
Voya Financial Advisors, INC.Broker
September 2016 - September 2019 · 3 yrs
Voya Retirement Advisors, LLCBroker
August 2008 - September 2016 · 8 yrs 1 mo
State Registrations4 states
ARKSMOOK
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
William Orr - Financial Advisor | TrueAdvisor