BR
CFP

Benjamin Andrew Ronning

16 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

5000 Rogers Ave, Ft Smith, AR, 72903

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Regulatory History (1)
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Customer Dispute
May 2012
Closed-No Action
Other Business Activities

Benjamin is dually employed by Arvest Bank's Trust Department and Arvest Wealth Management, splitting his time equally between the two. He also serves as a Logistics Officer in the Kansas Army National Guard, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Arvest Wealth Management Broker
May 2019 - Present · 6 yrs 8 mos
Arvest Wealth Management
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
Umb Financial Services, INC. Broker
February 2016 - March 2019 · 3 yrs 1 mo
Umb Financial Services, INC.
February 2016 - March 2019 · 3 yrs 1 mo
Waddell & Reed
September 2013 - January 2016 · 2 yrs 4 mos
Waddell & ReedBroker
September 2013 - January 2016 · 2 yrs 4 mos
H.D. Vest Advisory Services, INC
November 2012 - September 2013 · 10 mos
H.D. Vest Investment ServicesBroker
August 2012 - September 2013 · 1 yr 1 mo
Waddell & Reed, INC.
September 2006 - October 2009 · 3 yrs 1 mo
Waddell & Reed, INC.Broker
May 2006 - October 2009 · 3 yrs 5 mos
State Registrations4 states
ARKSMOOK
Advisor
Exams
No exam information available for this advisor.