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Mindy Craig

8 Years of Experience
Lowell, AR
Broker

Mindy Craig is a registered investment advisor at Arvest Wealth Management, based in Lowell, AR, with 8 years of industry experience. Mindy 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

913 West Monroe Avenue, Lowell, AR, 72745

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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

Mindy owns Ravenclaw Rentals LLC, a residential rental property, since August 2024. She spends minimal time on tasks such as scheduling repairs and maintaining invoices.

Employment History
Current Registrations
Arvest Wealth Management
June 2017 - Present · 8 yrs 11 mos
Arvest Wealth ManagementBroker
April 2017 - Present · 9 yrs 1 mo
State Registrations25 states
ALARAZCACODCDEFLGAIAILKSMIMNMOMSNCNMNVOHOKTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mindy Craig - Financial Advisor | TrueAdvisor