RA
RA

Roberto Aguilar

1 Year of Experience
Little Rock, AR
Broker

Roberto Aguilar is a registered investment advisor at Arvest Wealth Management, based in Little Rock, AR, with 1 years of industry experience. Roberto 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

17421 Chenal Parkway, Little Rock, AR, 72223

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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
May 2025 - Present · 1 yr
Arvest Wealth ManagementBroker
May 2025 - Present · 1 yr
Previous Registrations
Edward Jones
November 2024 - March 2025 · 4 mos
Edward JonesBroker
October 2024 - March 2025 · 5 mos
State Registrations13 states
ALARAZFLLAMSNCNYOKORPATNTX
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.
Roberto Aguilar - Financial Advisor | TrueAdvisor