Allen Wagner is a registered investment advisor at Arvest Wealth Management, based in Lowell, AR, with 15 years of industry experience. Allen 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Arvest Wealth ManagementBroker
Arvest Wealth Management
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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