James Mcneill is a registered investment advisor at Arvest Wealth Management, based in Joplin, MO, with 8 years of industry experience. James 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
3201 Mcclelland Blvd, Suite C, Joplin, MO, 64804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is dually employed by Arvest Bank and Arvest Wealth Management. He splits his time 90/10 between the two.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations5 states
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