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Don Kirn

12 Years of Experience
Lowell, AR
Broker

Don Kirn is a registered investment advisor at Arvest Wealth Management, based in Lowell, AR, with 12 years of industry experience. Don 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

913 West Monroe Avenue, Lowell, AR, 72745

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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

Don referees youth soccer games, dedicating about 10-20% of his time to this activity. He is also a partial owner in MBGO LLC, a house building business, spending minimal time on contract signing and contractor review.

Employment History
Current Registrations
Arvest Wealth ManagementBroker
June 2015 - Present · 10 yrs 11 mos
Arvest Wealth Management
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Edward Jones
July 2012 - January 2014 · 1 yr 6 mos
Edward JonesBroker
June 2012 - January 2014 · 1 yr 7 mos
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.