Arvest Wealth Management

Wealth Management Firm in Bentonville, AR

Firm Info
Address: 400 S Walton Blvd, Bentonville, AR 72712, USA
Phone: 501 379 7816

Firm Size
Assets Under Management: $3 billion
# of Advisors: 216
# of Clients: 7,844
Client to Advisor Ratio: 36:1
Average Account Size: $387,828
# of Offices: 7

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Arvest Wealth Management Overview

Arvest Wealth Management is a broker-dealer firm that provides investment advice and a variety of financial services to clients. The firm has been in business since 2005, establishing itself as a trusted authority in the financial industry. Arvest Wealth Management operates under a fee-based arrangement, which means that clients are charged a fee for the services they receive. The firm is headquartered in Rogers, Arkansas, and offers financial planning, portfolio management, and pension consulting services to individuals, small businesses, and institutional clients. Arvest Wealth Management has a team of experienced advisors who are committed to helping clients achieve their financial goals. One of Arvest Wealth Management's unique features is its selection of other advisors. This means that the firm has the ability to choose advisors who are best suited to a client's needs and goals. The firm believes in providing personalized investment advice and creating customized investment plans for clients. Overall, Arvest Wealth Management is a reliable and trustworthy firm that has a strong track record of success. With its wide range of services and experienced advisors, it is well-positioned to help clients achieve their financial goals.

Arvest Wealth Management serves a diverse array of clients, including individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, state or municipal government entities, and other corporate types not explicitly listed. The firm's expertise in investment management and financial planning ensures that their clients can feel confident in their ability to oversee complex portfolios and achieve their financial goals. Arvest Wealth Management's fee structures are flexible and tailored to the specific needs of their clients. Depending on the service provided, clients may be charged a percentage of their assets under management (AUM), which incentivizes the firm to continue growing the portfolio and maximizing returns. Alternatively, clients may opt for fixed fees, which provide more predictability in billing. The firm's transparent fee structure, in combination with their commitment to providing personalized service and investment advice, ensures that Arvest Wealth Management's clients receive the highest quality services.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Arvest Wealth Management, the firm does not have a minimum asset amount requirement for their Retirement Plan Consulting accounts. However, it is mentioned on page 14 of 24 that various plan custodians may have their own investment minimums, which may vary based on the type of account or investment product. Therefore, potential investors are advised to consult with the relevant custodians or investment advisors to determine the minimum investment amount required.

How This Office Can Help Bentonville, AR Residents

Arvest Wealth Management is committed to providing personalized financial planning to individuals living in Bentonville, AR. With their team of experienced financial advisors, they assist clients in making informed decisions regarding their investments, retirement planning, insurance, and estate planning. As a growing and dynamic community, many individuals living in Bentonville may be facing unique financial situations. For example, residents may be experiencing changes to their income and expenses due to the growth of local businesses or technological advancements. Additionally, as the cost of living continues to rise, individuals may need guidance in managing their financial resources and achieving their long-term financial goals. Arvest Wealth Management offers a diverse range of financial services that help clients address their individual financial needs and achieve financial success.

To view the Minimum Investment and Fee Schedule for Arvest Wealth Management, visit their Part 2 Brochure.

Services Offered by Arvest Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Arvest Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 400 S Walton Blvd, Bentonville, AR 72712, USA
Phone 501 379 7816
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Other Office Locations

Firm Headquarters
Firm headquarters location 5201 VILLAGE PARKWAY , ROGERS, AR 72758, United States

Displaying 6 office locations:

State Registrations

Arvest Wealth Management is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Arvest Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023


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