Arrow Investment Management at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 149 individual clients, 14 of them high net worth.
- Its average account is about $154,000 (assets it manages divided by its 381 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Website | arrowinvestmentmanagement.com |
| [email protected] | |
| Phone | (405) 509-8198 |
Questions about Arrow Investment Management
How is Arrow Investment Management paid?
Arrow Investment Management's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Arrow Investment Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Arrow Investment Management.
What is the average account at Arrow Investment Management?
Arrow Investment Management's average account is about $154,000. That's the assets on its Form ADV divided by its 381 accounts.
What does Arrow Investment Management specialize in?
Arrow Investment Management's advisors and website list retirement planning, estate & legacy planning and small business owners.
Arrow Investment Management fees
Arrow Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $59 million |
| Individual clients | 135 |
| High-net-worth clients | 14 |
| Accounts managed | 381 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 3, 2026 |
| SEC record | CRD 299972 |