Financial Advisors | Investment Advisor | Wells Fargo Advisors (2024)

Dedicated Financial Advisor

Get the clarity you need now from a personal advisor.

Get a Free Consultation
Financial Advisors | Investment Advisor | Wells Fargo Advisors (1)

Before you invest one cent with us, your advisor will spend time getting to know you.

Financial Advisors | Investment Advisor | Wells Fargo Advisors (2) Hearingfrom you

Your advisor actively listens to hear what you want to achieve. After all, it's your goals, your money and your plan.

Getting to Know You ⟩

Financial Advisors | Investment Advisor | Wells Fargo Advisors (3) Creating yourpersonal portfolio

Starting with a goal-based approach, we tailor an investment mix to fit your needs and risk tolerance.

What You Can Expect ⟩

Myth: I can't afford professional financial advice.

If you have a vision for what you want out of life, then you need the means to go after it. People of all incomes seek financial advice that meets their needs now and later down the road. Let's find ways to help you get the most from your finances – and your life.

Still Unsure?

Connect with us today at 1-866-522-0459.

Personally invested

Be comfortable to ask anything

Your relationship with an advisor should be open and trusting. You should feel safe bringing up any investing subject or even a family matter. No matter how personal or basic the question – ask away. We mean it.
Staying on Track ⟩

Financial Advisors | Investment Advisor | Wells Fargo Advisors (4)

More than just a number

Advisors may help you avoid mistakes

Your emotions – and even overconfidence – can cloud your judgment and cost you. That’s where your advisor comes in. Bringing a candid, unbiased perspective, an advisor can provide support when markets are volatile or if you stray from your goals.

Financial Advisors | Investment Advisor | Wells Fargo Advisors (5)

Sound advice

Here when you need us most

Conversation between financial advisor and client

Financial Advisors | Investment Advisor | Wells Fargo Advisors (6)

Financial Advisor says,

Hi. It's good to see you again.

Financial Advisors | Investment Advisor | Wells Fargo Advisors (7)

Client says,

Thanks for taking time to review the investments I inherited.

Financial Advisors | Investment Advisor | Wells Fargo Advisors (8)

Financial Advisor says,

Let me show you what I found. Based on the numbers, your portfolio is heavily concentrated in a particular stock.

Financial Advisors | Investment Advisor | Wells Fargo Advisors (9)

Client says,

Really?! My Dad received that company stock equity for years as a bonus.

Financial Advisors | Investment Advisor | Wells Fargo Advisors (10)

Financial Advisor says,

The market may not appreciate this stock in the same way you do.

Financial Advisors | Investment Advisor | Wells Fargo Advisors (11)

Client says,

So, if it weren't for the connection to my Dad, this stock probably wouldn't be in my portfolio?

Financial Advisors | Investment Advisor | Wells Fargo Advisors (12)

Financial Advisor says,

Yes. The stock's value is personal. By diversifying your portfolio, we could look at investments that better fit your financial goals.

Financial Advisors | Investment Advisor | Wells Fargo Advisors (13)

Client says,

That's a good idea. I'll call you soon.

Thank you again for your time.

The above portrayed face-to-face conversation, characters and incidents are for illustrative purposes only. Any likeness to any person (living or deceased) or a real-life event is coincidental. We have constructed a likely scenario where a client has inherited assets and the in-person conversations that could follow between an investor and an advisor.

How do you feel about the state of your investments?

We're glad to hear it.

But even investors whose portfolios perform well are curious if they could be doing better.

  • Do you wonder what’s next?
  • Do you feel you're missing out on investment strategies?
  • Is your plan taking into account a new life situation like an inheritance, a windfall, caring for an older relative, or paying for college? Read about life events.

Or, why not get a second opinion?

It's no risk and no obligation.

Get a Free Consultation

Do you:

  • Wonder if your money could be doing better, or if you are missing a financial option not considered before?
  • Want help setting financial goals?

No matter what is blocking your view,
let's see if we can help give you clarity and a way forward.

Are you:

  • Juggling multiple short-term and long-term money needs? Whether it's saving for college, retirement or both, we can help. Life events.
  • Overburdened by investing options, taxes and money management?

You can do this, and we can help.

Consult with one of our advisors for free.

Get a Free Consultation

Our history

140 Years of Service

$2.2 Trillion in Managed Assets1

Through many bull and bear markets, we've stood the test of time by
always standing by our clients.

We've always had 1 philosophy.

Clients First ⟩

1 Data as of April 12, 2024. Total WIM Client assets represents client assets held in Wells Fargo Advisors and Wells Fargo Private Bank. Assets include deposits.

Still on the fence?
The only way to know is to meet in person.

Get a Free Consultation

No risk, no pressure

Financial Advisors | Investment Advisor | Wells Fargo Advisors (2024)


Can Wells Fargo Advisors be trusted? ›

Wells Fargo Advisors is not a trusted broker because it is not regulated by a financial authority with strict standards. We would not open an account for ourselves with them. If you want to stay safe, only sign up with brokers that are overseen by a top-tier and stringent regulator.

Should I use Wells Fargo Advisors? ›

Wells Fargo Advisors insurance and investment products aren't backed by the FDIC or other government agencies. That said, you're always taking some amount of risk when you invest your money. Ultimately, Wells Fargo Advisors is a good option for investment services and other financial products.

Is my money safe with Wells Fargo Advisors? ›

At Wells Fargo Advisors, cash deposits are covered by FDIC insurance for a total of at least , if you are enrolled in our Bank Deposit Sweep Program. * Through this program, uninvested cash balances (principal and interest) are automatically deposited, or “swept,” into three affiliate banks.

What is the minimum balance for Wells Fargo Advisors? ›

Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $500. Wells Fargo Bank, N.A., member FDIC, is a bank affiliate of Wells Fargo & Company.

What percent do Wells Fargo Advisors charge? ›

Fees Wells Fargo Advisors charges for its services

For investment advisory services, Wells Fargo generally charges clients based on a percentage of assets under management. The rate clients will pay varies based on the product and services used, generally ranging from 2% to 2.50%.

What is the downside of Wells Fargo? ›

You'll often find higher fees with Wells Fargo than with some competing banks, although in some instances, the bank will waive those fees. Also, the interest rates on its deposit accounts generally aren't as competitive as you'll find with online banks and credit unions.

How do Wells Fargo Advisors make money? ›

Our financial advisors' compensation may be based on a combination of commissions and fees (cost) generated from a variety of products. These include stocks, bonds, derivatives, investment-company products, and insurance products (if they hold the appropriate state insurance licenses).

Where do Wells Fargo Advisors rank? ›

Wells Fargo Advisors ranked seventh in overall full-service investor satisfaction, with a score of 852 out of 1,000.

What is the difference between Wells Fargo Bank and Wells Fargo Advisors? ›

Wells Fargo Bank, N.A. provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services.

How many advisors have left Wells Fargo? ›

In 2022, 324 financial advisors moved from Wells Fargo Clearing Services to FiNet, according to InvestmentNews data, while 273 made that change in the first half of this year alone.

Is Wells Fargo Advisors real? ›

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

Can I withdraw money from Wells Fargo advisor? ›

It's simple to request a one-time withdrawal or set up recurring withdrawals. After signing on to your Intuitive Investor account, select Pay and Transfer from the bottom of your mobile app menu. Then follow the instructions to request your withdrawal.

Can I deposit money in Wells Fargo Advisors? ›

With Brokerage Cash Services, deposits to investment accounts can also be made with tellers at Wells Fargo branches. Deposits are processed through an associated limited-purpose Wells Fargo Bank account in your name. Brokerage Cash Services creates an integrated relationship.

What type of account is Wells Fargo Advisors? ›

Wells Fargo Advisors offers standard WellsTrade investment accounts and accounts for Traditional IRAs, Roth IRAs, SEP IRAs, and Coverdell Education Savings Accounts (ESAs).

What is the Wells Fargo advisors compensation plan for 2024? ›

For the third year in a row, the firm in 2024 will use a single monthly target of $13,500 of revenues as a benchmark for advisor pay. The below-hurdle grid rate is 22%, or 22 cents per dollar of revenue. Revenue above that rate will generate a 50% grid rate, or 50 cents per dollar of revenue, for the advisor.

How do you know if a financial advisor is trustworthy? ›

Investment Adviser
  1. Visit FINRA BrokerCheck or call FINRA at (800) 289-9999.
  2. Or, visit the SEC's Investment Adviser Public Disclosure (IAPD) website.
  3. Also, contact your state securities regulator.
  4. Check SEC Action Lookup tool for formal actions that the SEC has brought against individuals.

How safe are Wells Fargo investments? ›

Yes, Wells Fargo is FDIC insured. 11 However, FDIC insurance only covers specific accounts, like checking and savings accounts, up to $250,000. FDIC insurance does not cover any accounts invested in stocks, bonds, or ETFs; those accounts will fall under the SIPC.


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