SG
CFP
SG
CFP

Sean Garibay

10 Years of Experience
Tulsa, OK
Broker

Sean Garibay is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 10 years of industry experience. Sean 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
Loading...

Location

515 S Boulder Avenue, Suite 100, Tulsa, OK, 74103

Get directions

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.

Learn about disclosures →
Other Business Activities

Sean is dually employed by Arvest Bank's Trust Department in Lawton, OK. He splits his time 75%/25% between Arvest Bank and Arvest Wealth Management.

Employment History
Current Registrations
Arvest Wealth Management
February 2016 - Present · 10 yrs 3 mos
Arvest Wealth ManagementBroker
January 2016 - Present · 10 yrs 4 mos
State Registrations11 states
ARCACOFLGAIAILMTOHOKTX
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.