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Christine Gullett

6 Years of Experience
Joplin, MO
Broker

Christine Gullett is a registered investment advisor at Arvest Wealth Management, based in Joplin, MO, with 6 years of industry experience. Christine 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

3201 Mcclelland Blvd, Suite C, Joplin, MO, 64804

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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

Christine owns a small unincorporated business selling clothing online, reporting gross sales of approximately $20,000 in 2017. She devotes a few hours per week to this business, outside of business hours.

Employment History
Current Registrations
Arvest Wealth Management
July 2019 - Present · 6 yrs 10 mos
Arvest Wealth ManagementBroker
March 2019 - Present · 7 yrs 2 mos
State Registrations16 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christine Gullett - Financial Advisor | TrueAdvisor