Arvest Wealth Management operates as an investment advisor registered with the Securities and Exchange Commission, providing financial advisory services primarily through retirement plan consulting and financial planning. Operating as a subsidiary of Arvest Bank, the firm works with individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Arvest Wealth Management helps clients evaluate their financial needs, investment goals, and risk tolerance. Through its Retirement Plan Consulting Group, the firm offers discretionary investment management, non-discretionary investment advisory services, and general retirement plan consulting to employer-sponsored retirement plans and their participants. Additionally, the firm provides comprehensive financial planning services covering personal records, cash flow, investments, insurance, retirement, death, and estate planning strategies. Specific investment management and wrap fee programs are detailed in a separate wrap fee program brochure.
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