Thomas Arra is a registered investment advisor at Epic Wealth Management, LLC, based in Oklahoma City, OK, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 153 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees vary between 0% and 3% based on the market value of assets, service complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
7406 N Classen Blvd, Oklahoma City, OK, 73116
Get directionsHistory
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
Epic Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Key Investment Services LLCBroker
State Farm Vp Management CORP.Broker
Oneamerica Securities, INC.Broker
State Registrations1 state
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
More Advisors
- Jason Hughart, CFPFourpath Capital Management, LLC
- Robert Strauss, CFAOrleans Capital Management CORP
- James Oplotnik, CFPAccess Advisory Group LLC
- Randy Thurman, CFP, PFSRetirement Investment Advisors INC
- Larnce Hicks, ChFCNorthwestern Mutual Investment Services,llc
- Alisonn Best, CFPLPL Financial LLC