# Jesse Carlucci

> Jesse Carlucci is a fee-only financial advisor at Arrow Investment Management in Oklahoma City, Oklahoma, who holds the CFP and PhD credentials. Jesse focuses on retirement planning, estate & legacy planning and small business owners. Arrow Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jesse-carlucci/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Arrow Investment Management
- **Based in:** Oklahoma City, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $58.9M across 381 accounts
- **Credentials:** CFP, PhD
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7053639 (https://adviserinfo.sec.gov/individual/summary/7053639)
- **SEC registration:** Investment adviser representative in LA, OK, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://arrowinvestmentmanagement.com

## Frequently asked questions

### Is Jesse Carlucci a fee-only financial advisor?

Yes. Jesse Carlucci is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jesse's firm.

### How does Jesse charge for financial advice?

Jesse's firm, Arrow Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jesse Carlucci based?

Jesse Carlucci is based in Oklahoma City, Oklahoma.

### What does Jesse specialize in?

Jesse's specialties include retirement planning, estate & legacy planning and small business owners. Jesse works with retirees and pre-retirees.

### What credentials does Jesse Carlucci hold?

Jesse Carlucci holds the CFP and PhD credentials.

### Is Jesse Carlucci registered with the SEC?

Yes. Jesse Carlucci is registered as an investment adviser representative in LA, OK and TX (CRD 7053639), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Arrow Investment Management manage?

Arrow Investment Management reports $58.9M across 381 accounts in assets under management.

### How do I contact Jesse Carlucci?

Through Jesse's website, arrowinvestmentmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47313): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.arrowinvestmentmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.