Tanya Wilson is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Ft Smith, AR, with 7 years of industry experience. Tanya 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
5000 Rogers Ave, Ft Smith, AR, 72903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tanya is dually employed by Arvest Bank and Arvest Wealth Management, splitting her time 25%/75% between the two. She also serves as a Board Member for the University of Tulsa Friends of Finance, dedicating a few hours per week.
Employment History
Current Registrations
Arvest Wealth ManagementBroker
Arvest Wealth Management
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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