Jimmy Quiroz is a registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 4 years of industry experience. Jimmy 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
515 S Boulder Avenue, Suite 100, Tulsa, OK, 74103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jimmy is involved with several non-profit organizations and boards, including Tulsa Area United Way, Morton Comprehensive Health Services, Tulsa Global District, and Tulsa Honors Academy. Jimmy also owns Melting Moments Candle Co, works as an Eye Wear Consultant at Essilor Luxottica, and is a part-time associate at Apple Inc.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations2 states
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