MI
MI

Mary Ikenberry

3 Years of Experience
Fort Smith, AR
Broker

Mary Ikenberry is a registered investment advisor at Arvest Wealth Management, based in Fort Smith, AR, with 3 years of industry experience. Mary 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
Loading...

Location

3421 South 74th Street, Fort Smith, AR, 72904

Get directions

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.

Learn about disclosures →
Other Business Activities

Mary owns Gimme Some Sugar, a custom cotton candy business, and Lavender and Peach Designs, a crafting business. She dedicates minimal time to each of these ventures, working at events and creating inventory.

Employment History
Current Registrations
Arvest Wealth Management
September 2022 - Present · 3 yrs 10 mos
Arvest Wealth ManagementBroker
August 2022 - Present · 3 yrs 11 mos
State Registrations8 states
AKARCOFLLAOKSCTX
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.