Aaron Tesavis is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Bartlesville, OK, with 3 years of industry experience. Aaron 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
- 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
Location
100 SE Frank Phillips Boulevard, Bartlesville, OK, 74003
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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
Aaron is dually employed by Arvest Bank's Trust Department in Bartlesville, OK. He splits his time 75%/25% between Arvest Bank and Arvest Wealth Management.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Arvest Wealth ManagementBroker
Arvest Wealth Management
State Registrations1 state
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
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