Daniel Robinson is a registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 12 years of industry experience. Daniel 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
6306 East 101st, Tulsa, OK, 74137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is dually employed by Arvest Bank's Trust Department, splitting his time evenly between Arvest Bank and Arvest Wealth Management. He and his wife purchased D&T Retail Investments LLC, a women's retail boutique, but Daniel has no official duties and devotes no time to it.
Employment History
Current Registrations
Arvest Wealth ManagementBroker
Arvest Wealth Management
State Registrations1 state
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