Whitney Blocker is a registered investment advisor at Argent Retirement Plan Advisors, LLC, based in Oklahoma City, OK, with 6 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 49 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25.0M - $35.0M | 0.20% |
| $35M+ | 0.15% |
Accounts with less than $1.5 million in assets are charged a fixed fee of $3,000 per quarter. The fee can be modified at Argent Retirement's discretion.
Fee Estimator
Location
621 N Robinson, Ste 100, Oklahoma City, OK, 73102
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Regulatory History
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
Whitney is involved in investment consulting and securities recommendations through Premier Consulting Partners since 2019. This activity takes about 10-20% of Whitney's time.
Employment History
Current Registrations
Argent Retirement Plan Advisors, LLC
Previous Registrations
Relation Wealth Management, INC.
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations2 states
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