Rina Mehta is a registered investment advisor at Arvest Wealth Management, based in Mission, KS, with 7 years of industry experience. Rina 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
6300 Nall Avenue, Mission, KS, 66202
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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
Rina is involved in several outside business activities, including co-founding a non-profit, creating TikTok videos, and being a member of a retail business. She also co-owns an e-commerce business and owns a real estate LLC, though it is not currently in use.
Employment History
Current Registrations
Arvest Wealth ManagementBroker
Arvest Wealth Management
Previous Registrations
Copper FinancialBroker
Copper Financial
Morgan StanleyBroker
Morgan Stanley
State Registrations2 states
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.