Adrienne Kersey is a registered investment advisor at Arvest Wealth Management, based in Ft Smith, AR, with 8 years of industry experience. Adrienne 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.
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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Adrienne is a shareholder of The Bank of Salem, a family-owned bank, and receives dividends annually, but has no duties and devotes no time to it. She also owns 25% of Kings River Holdings LLC for potential rental income, dedicating no time to it currently.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
Paychex Securities CorporationBroker
State Registrations4 states
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