A complete list of active advisors currently associated with The Advisory Resource Group, LLC
Warmer can help you find a great advisor at The Advisory Resource Group, LLC or one who fits your needs even better.
The Advisory Resource Group (d.b.a. Compass Pointe Financial) provides discretionary and non-discretionary investment management, wealth planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates and employer‑sponsored retirement plans. The firm operates with a team of eight advisors, reports roughly $926.6 million in assets under management, and serves over 700 client relationships. ARG implements client strategies through asset allocation among mutual funds, ETFs, and individual debt and equity securities, using institutional share classes when available and a team research process that draws on charting, fundamental, technical and cyclical analysis. Discretionary accounts are rebalanced against a written investment policy statement and the firm also provides rollover guidance, retirement cash‑flow analysis, tax and estate coordination, and ERISA 3(21) plan monitoring and IPS services for plan sponsors. Compared with many peers, ARG sponsors its own wrap fee program and has advisers who also act as registered representatives of the broker‑dealer M.S. Howells and as agents of an affiliated insurance agency (EstateNeedsAdvisors), arrangements that can generate commissions or trails; the firm discloses these conflicts and describes mitigation policies (including fee offsets in some cases). The brochure also notes operational features that may affect clients, such as household aggregation (including multi‑generational accounts) for fee calculation and an announced transition of custody services from TD Ameritrade to Schwab.
To learn more about the advisors currently working at The Advisory Resource Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse The Advisory Resource Group, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Tulsa, OK
| 19
| |
Tulsa, OK
| 16
| |
Tulsa, OK
| 21
| |
Tulsa, OK
| 11
| |
Tulsa, OK
| 12
| |
Houston, TX
| 26
| |
Tulsa, OK
| 20
| |
Houston, TX
| 22
|
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