AR
CFP

Anne Marie Reed

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
205 advisors
Number of Clients
6,336 clients
Average Client Portfolio
$446K average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$25K

Arvest Wealth Management offers various wrap fee programs, each with its own fee structure. The annual Client Advisory Fee is a bundled fee that covers investment advice, portfolio management, brokerage transaction execution, and custody costs. The fee is based on a percentage of assets under management. The Client Advisory Fee also includes a Platform Fee, estimated to range somewhere between .05% and .25%, charged by the Firm, based upon client account size, to offset a program fee that BNYMA and Pershing charge the Firm as compensation for advisory (BNYMA’s overlay/portfolio management services with respect to the BNYMA Advised Programs), administrative, clearing and custody services. Minimum investment amounts vary by program, ranging from $25,000 to $1,000,000.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

1810 North 1st Street, Jacksonville, AR, 72076

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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
April 2025 - Present · 9 mos
Arvest Wealth Management
April 2025 - Present · 9 mos
Arvest Wealth Management Broker
April 2025 - Present · 9 mos
Previous Registrations
First Horizon Advisors, INC
October 2013 - April 2025 · 11 yrs 6 mos
Ftb Advisors, INC.
February 2009 - March 2012 · 3 yrs 1 mo
Ftb Advisors, INC.
February 2009 - October 2013 · 4 yrs 8 mos
First Horizon Advisors, INC. Broker
December 1996 - April 2025 · 28 yrs 4 mos
State Registrations5 states
ARKSMOOKTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.