CM
CFP
CM
CFP

Clint Morris

15 Years of Experience
Mountain Home, AR
Broker

Clint Morris is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Mountain Home, AR, with 15 years of industry experience. Clint 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

2619 Highway 62E, Mountain Home, AR, 72653

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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

Clint teaches fitness classes at Fit.1 since 2020, earning approximately $2400 per month. This activity takes about 10-20% of his time and does not occur during trading hours.

Employment History
Current Registrations
Arvest Wealth Management
June 2016 - Present · 9 yrs 11 mos
Arvest Wealth ManagementBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2015 - March 2016 · 11 mos
MML Investors Services, LLCBroker
July 2013 - May 2015 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
December 2010 - July 2013 · 2 yrs 7 mos
State Registrations22 states
ALARCACOFLGAIAILINKSKYLAMIMOMSNENVOKORTNTXWI
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.
Clint Morris - Financial Advisor | TrueAdvisor