Wells Fargo Advisors

Financial Advisor in Tavares, FL

Firm Info
Address: 1029 W Magnolia St, Leesburg, FL 34748, USA
Phone: (352) 787-4242

Firm Size
Assets Under Management: $103 billion
# of Advisors: 894
# of Clients: 222,705
Client to Advisor Ratio: 249:1
Average Account Size: $462,495
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

Get Connected with a Financial Advisor

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Wells Fargo Advisors Financial Network, LLC Overview

Wells Fargo Advisors Financial Network, LLC is a registered investment advisory firm that has been in business since 2000 and is headquartered in St. Louis, MO. The firm operates as a broker-dealer and sells additional financial products, while providing investment advice to its clients. They offer fee-based services and specialize in financial planning, portfolio management for individuals and small businesses, as well as businesses or institutional clients. The firm also offers pension consulting services, advising clients on how to best manage their retirement accounts. Wells Fargo Advisors Financial Network, LLC takes pride in its highly-skilled financial advisors who provide personalized and comprehensive portfolio management to clients. The firm offers a selection of other advisors to clients who require specialized services such as tax planning, estate planning, and insurance planning. In addition to its core services, the firm also provides investment consulting services to institutional clients. This service helps institutional investors evaluate their investment strategies and identify opportunities to maximize their returns. Overall, Wells Fargo Advisors Financial Network, LLC has been providing top-notch investment advice and financial planning services since 2000. With a team of highly experienced financial advisors, the firm caters to the diverse needs of its clients, ranging from individuals to businesses and institutional clients. They offer a wide range of services, including pension consulting services, portfolio management, financial planning, and investment consulting services. As a fee-based advisory firm, the firm works to ensure its clients' financial interests are always their top priority.

Wells Fargo Advisors Financial Network, LLC serves a diverse clientele, including individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. The firm recognizes that each client has unique financial goals and challenges, and as such, provides customized solutions tailored to their individual needs. With regards to fee structures, Wells Fargo Advisors Financial Network, LLC offers a variety of options depending on the service provided. Clients may be charged a percentage of their assets under management (AUM), an hourly fee for financial planning services, fixed fees for specific projects, or commissions on certain investment products. The firm values transparency in its fee structure and ensures that clients fully understand the cost of services provided. By providing flexible and transparent fee structures, Wells Fargo Advisors Financial Network, LLC strives to provide high-quality financial advice and services to its clients.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC states that they do have minimum Account values for their Programs, but they have the discretion to waive those minimums. However, the brochure does not list the specific investment minimum, so it is unclear what the minimum investment amount is for this firm.

How This Office Can Help Tavares, FL Residents

Wells Fargo Advisors provides a range of financial services to clients living in Tavares, FL. They understand that every client's financial situation is unique and with this in mind, they offer personalized wealth management solutions to help clients achieve their financial goals. From investment management, retirement planning to estate planning, they have a team of experienced advisors who are well-equipped to provide sound financial advice to their clients. Living in Tavares, FL, clients may face a range of financial situations and challenges such as managing their retirement savings, planning for their children's education, and preserving their wealth for the future. Furthermore, dealing with unexpected events like a health emergency or unemployment can cause financial stress. Wells Fargo Advisors can help clients navigate through these challenges by developing wealth management plans that are tailored to their individual needs. Overall, with Wells Fargo Advisors, clients in Tavares can access expert financial advice and customized solutions to help them achieve their long-term financial objectives.

To view the Minimum Investment and Fee Schedule for Wells Fargo Advisors Financial Network, LLC, visit their Part 2 Brochure.

Services Offered by Wells Fargo Advisors Financial Network, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wells Fargo Advisors Financial Network, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1029 W Magnolia St, Leesburg, FL 34748, USA
Phone (352) 787-4242
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location ONE NORTH JEFFERSON AVENUE, MAIL CODE: H0004-09G, ST. LOUIS, MO 63103, United States

This firm has no other locations.

State Registrations

Wells Fargo Advisors Financial Network, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Wells Fargo Advisors Financial Network, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs