Timothy Israel
Timothy Israel is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 16 years of industry experience. Timothy 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 (1)
Customer Dispute
August 2022Other Business Activities
Timothy is a 1/6th owner and director of ZH Cattle, LLC since 2019, dedicating minimal time to the business. He is also a 1/6th owner, secretary, and board member of ZH Ranch Inc, a family ranch real estate holding company, spending minimal time on this activity as well.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations17 states
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.