Shantell Owen is a registered investment advisor at Arvest Wealth Management, based in Bentonville, AR, with 11 years of industry experience. Shantell 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
Bentonville, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shantell is dually employed by Arvest Bank and Arvest Wealth Management. She splits her time 90%/10% between the two entities.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
Arvest Asset ManagementBroker
State Registrations7 states
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