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Neil Royston

9 Years of Experience
Ft Smith, AR
Broker

Neil Royston is a registered investment advisor at Arvest Wealth Management, based in Ft Smith, AR, with 9 years of industry experience. Neil 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
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Location

5000 Rogers Ave, Ft Smith, AR, 72903

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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.

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Other Business Activities

Neil is dually employed by Arvest Bank and Arvest Wealth Management, splitting his time 25%/75% between the two. He is also the treasurer of Manor Investments, an investment club, dedicating a few hours per week to tracking gains/losses, creating reports, and researching investment ideas.

Employment History
Current Registrations
Arvest Wealth Management
March 2017 - Present · 9 yrs 2 mos
Arvest Wealth ManagementBroker
January 2017 - Present · 9 yrs 4 mos
State Registrations52 states
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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.
Neil Royston - Financial Advisor | TrueAdvisor