Ft Smith, AR Office

Team
Updated today
Arvest Wealth management logo

Arvest Wealth management

Multi-team

Firm-wide stats for Arvest Wealth management

Total advisors

203

Across 30 offices

Clients per advisor

33 Low

Avg AUM per client

$438,982 Low

HNW client ratio

9% Low

About

Arvest Wealth Management (Arvest Investments, Inc.) provides investment advisory services, financial planning, retirement plan consulting, and firm‑sponsored wrap fee programs to a mix of individual investors (including high‑net‑worth clients), employer‑sponsored retirement plans, charitable organizations, and corporate clients. As of December 31, 2025, the firm reported approximately $3.44 billion in regulatory advisory assets under management, supported by 207 advisors and roughly 6,689 clients across its enterprise platform.

The firm’s investment process draws on fundamental, technical, quantitative, and qualitative analysis and emphasizes asset allocation and tailored long‑ and short‑term strategies designed to match clients’ objectives and risk tolerances. While Arvest offers discretionary portfolio management, its Form ADV shows about $997.5 million managed on a discretionary basis versus total advisory AUM of roughly $3.44 billion, indicating that a substantial portion of client assets are managed on a non‑discretionary basis.

Arvest is a wholly owned subsidiary of Arvest Bank and is registered both as an SEC investment adviser and as a FINRA‑member broker‑dealer (member SIPC), and many advisors hold dual registrations and insurance licenses, creating operational links to banking and insurance affiliates. The brochure discloses an ongoing reassignment of retirement plan consulting engagements to Arvest Bank’s Trust Department (begun in the third quarter of 2024), an internal restructuring that may change how plan services are delivered while not intended to alter scope or fees.

Based on Arvest Wealth management

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance

Based on Arvest Wealth management

Occupation focus

Founder/Business Owner Retired

Based on Arvest Wealth management

Location

5000 Rogers Ave

Ft Smith AR 72903

Advisors at this office

34

Advisors at this office

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Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a Series 66-credentialed financial advisor at Arvest Wealth Management in Fort Smith, Arkansas, with 11 years of industry experience. He has worked with Arvest Wealth Management since 2016. Outside of his advisory role, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm’s investment approach integrates fundamental, technical, quantitative, and qualitative analysis to tailor asset allocation and strategies according to client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Edgar P

Series 66

Ft Smith, AR

Arvest Wealth management

Edgar Pacheco is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked in various roles within Arvest Bank and Arvest Wealth Management since 2022. In addition to his financial services career, he has served in the Arkansas National Guard since 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focused on asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Joshua N

Series 66

Ft Smith, AR

Arvest Wealth management

Joshua Neal is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Arvest Bank before joining Arvest Wealth Management, where he has been since 2019. Neal is dually employed by Arvest Bank, splitting his time primarily between the bank and the wealth management division. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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James S

Series 66

Ft Smith, AR

Arvest Wealth management

James Southerland is a financial advisor with Arvest Wealth Management in North Little Rock, Arkansas, holding a Series 66 designation and nine years of industry experience. He has been with Arvest Wealth Management since 2016 and has worked at Arvest Bank since 2010. Southerland serves as a board member for the North Little Rock Chamber of Commerce and the Arkansas Aerospace & Defense Alliance. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving clients through a mix of discretionary and non-discretionary advisory services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Donny R

CFP®, Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Donny Rogers Jr. is a CFP® with 28 years of industry experience, currently serving at Arvest Wealth Management in Fort Smith, AR. He has worked at Arvest Wealth Management and Arvest Bank since 2015, splitting his time between the firm’s wealth management services and the bank’s Trust Department. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, emphasizing tailored strategies to meet clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Ronnie B

Series 66

Ft Smith, AR

Arvest Wealth management

Ronnie Backus is a financial advisor at Arvest Wealth Management in Ft Smith, Arkansas, holding a Series 66 designation with nine years of industry experience. Prior to his current tenure at Arvest, he worked at First Command Financial Planning and related entities. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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William G

Series 66

Ft Smith, AR

Arvest Wealth management

William Gossett is a financial advisor with Arvest Wealth Management in Clarksville, Arkansas, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Arvest Wealth Management and Arvest Bank, as well as prior experience at Regions and the James Mallory Law Office. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving a diverse client base with both discretionary and non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Travis B

Series 66

Ft Smith, AR

Arvest Wealth management

Travis Beckerdite is a Series 66 licensed financial advisor with over six years of industry experience, currently serving at Arvest Wealth Management in Lowell, Arkansas. He has been with Arvest Wealth Management since 2013. Outside of his advisory role, he is a member of Southwind Investments LLC, a short-term vacation rental business, though he does not actively participate in its operations. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans. The firm’s client teams tailor recommendations based on Investment Policy Statements, managing a substantial asset base through both discretionary and non-discretionary arrangements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Kelley H

Series 66

Ft Smith, AR

Arvest Wealth management

Kelley Hunt is a financial advisor at Arvest Wealth Management in Hot Springs, AR, holding a Series 66 designation with 13 years of industry experience. She has worked at Arvest Wealth Management since 2017 and previously at Edward Jones from 2012 to 2017. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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William H

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

William Hines is a financial advisor with Arvest Wealth Management in Ft. Smith, Arkansas, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Arvest Wealth Management since 2006, following prior roles at Raymond James Financial Services and Merrill. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm manages approximately $3.44 billion in regulatory advisory assets and employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Matthew B

Series 66

Ft Smith, AR

Arvest Wealth management

Matthew Barson is a financial advisor with Arvest Wealth Management in Ft Smith, AR, holding a Series 66 credential and five years of industry experience. He has worked primarily within the Arvest organization since 2019, splitting his time between Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he manages a rental property that he leases to a family member. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Kristen C

Series 66

Ft Smith, AR

Arvest Wealth management

Kristen Carroll is a financial advisor at Arvest Wealth Management with 10 years of industry experience and a Series 66 designation. She has been with Arvest Wealth Management since 2015 and has worked at Arvest Bank in Fort Smith, Arkansas since 2001, splitting her time between the two entities. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving clients through a combination of discretionary and non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Chera M

Series 66

Ft Smith, AR

Arvest Wealth management

Chera Moore is a financial advisor at Arvest Wealth Management with four years of industry experience. She holds a Series 66 designation and has held previous roles in local school districts before joining Arvest. Outside of her financial advisory work, she owns and operates a commercial cleaning and consulting business serving local businesses and real estate agents. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Lindsay L

Series 66

Ft Smith, AR

Arvest Wealth management

Lindsay Ledbetter is a financial advisor at Arvest Wealth Management in Fort Smith, Arkansas, holding a Series 66 designation with three years of industry experience. Prior to joining Arvest Wealth Management in 2021, Lindsay worked at Arvest Bank from 2018 to 2021 and has held various roles including positions at Maurices, Thompson Beauty Brands, and Arkansas State University. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focusing on asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Kendra V

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Kendra Van Horn is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has been with Arvest Wealth Management since 2013. Outside of her advisory role, Van Horn is involved as an essential oils distributor and serves as an administrator for a local food pantry. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm employs a range of portfolio management and retirement consulting services tailored to client objectives, managing over $2.8 billion in regulatory advisory assets as of December 2024.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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