AG
AG

Andrew Goos

12 Years of Experience
Broker

Andrew Goos is a registered investment advisor at Arvest Wealth Management, based in Lee'S Summit, MO, with 12 years of industry experience. Andrew 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

911 NE Sam Walton Lane, Lee'S Summit, MO, 64086

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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
March 2017 - Present · 9 yrs 1 mo
Arvest Wealth ManagementBroker
February 2017 - Present · 9 yrs 2 mos
Previous Registrations
Pruco Securities, LLC.Broker
June 2012 - December 2015 · 3 yrs 6 mos
State Registrations17 states
ALARAZCACOGAIDILKSMOOHOKTNTXUTWAWI
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.