Arrow Investment Management LLC fees and pricing
Financial planner in Oklahoma City, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 3, 2026, Arrow Investment Management LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The hourly fee for these services is $150, which may be waived at AIML’s discretion.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arrow Investment Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of AIML's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of AIML’s fees, within five business days of signing the Financial Planning Agreement.”
How Arrow Investment Management LLC’s fees compare
- Its hourly rate of $150 is below the Oklahoma median of $250. 5% of the 41 other Oklahoma planners that publish an hourly rate charge less.
- 1 of the 6 other planners in Oklahoma City that publish an hourly rate charge less.
About Arrow Investment Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 149
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $58,863,845
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299972
- Phone
- (405) 509-8198
Other planners in Oklahoma City that publish fees
- Adaptation Financial Advisors Inc.Oklahoma City$75-$500/hr, $500-$25,000
- Axion Capital Markets, LLCOklahoma City$125-$150/hr
- Comprehensive Financial Planning IncOklahoma City$150/hr, $1,000-$5,000
- Flatlands Wealth LLCOklahoma City$500
- Fourpath Capital Management, LLCOklahoma City$20,000/yr
- G. Dewayne McanallyOklahoma City$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.