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Aurora Bailey

3 Years of Experience
Lowell, AR
Broker

Aurora Bailey is a registered investment advisor at Arvest Wealth Management, based in Lowell, AR, with 3 years of industry experience. Aurora is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,810 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
205 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

Investment management only (planning not offered)
  • Financial planning hourly rate — ranging from $25 to $100 per hour depending on the complexity of the client's situation
  • Fixed fee financial planning — ranging from $250 to $1,000 depending on the specific arrangement reached with the client
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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Employment History
Current Registrations
Arvest Wealth Management
January 2024 - Present · 2 yrs 9 mos
Arvest Wealth ManagementBroker
May 2023 - Present · 3 yrs 5 mos
State Registrations1 state
AR
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.
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