Wells Fargo Advisors

Retirement Planning Firm in Corvallis, OR

Firm Info
Address: 2273 NW Professional Dr Suite 102, Corvallis, OR 97330, USA
Phone: (541) 754-8123

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

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Wells Fargo Advisors Financial Network, LLC Overview

Wells Fargo Advisors Financial Network, LLC is a registered broker-dealer and seller of additional financial products, providing investment advice. The firm has been in business since 2000 and is headquartered in St. Louis, MO. Wells Fargo Advisors Financial Network operates on a fee-based fee arrangement. The services offered by this financial institution include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. They also provide pension consulting services, as well as the selection of other advisors. In addition to its standard services, the firm also offers investment consulting services to institutional clients. Wells Fargo Advisors Financial Network has a broad client base, ranging from individual investors to businesses and institutional clients. The firm is dedicated to providing high-quality service to its clients and helping them achieve their financial goals.

Wells Fargo Advisors Financial Network, LLC offers a wide range of financial services to different types of clients. Their multi-faceted client base includes individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other types of corporations not listed. Each client is unique, and the company is dedicated to providing tailored solutions to all their financial needs. The fee structure for these services depends on the type of service provided. Wells Fargo Advisors Financial Network, LLC has a variety of fee structures available to accommodate their clients. These structures include a percentage of the Assets Under Management (AUM), an hourly rate, fixed fees, and commissions. An AUM fee structure is a percentage of the total assets that the client has invested with the company, an hourly fee would be charged for specific financial consultation, a fixed fee would be a one-time payment for services rendered, and a commission-based schedule would involve a percentage of the profits made from a specific investment. The variety of fee structures available gives clients the flexibility to choose the plan that best suits their needs and financial goals.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Wells Fargo Advisors Financial Network, LLC notes that they have a minimum initial Account value for their Programs, which they have the right to terminate if the Account falls below the minimum Account value guidelines established by them. However, they also have the discretion to waive the minimum Account size. The brochure, however, does not mention what the actual investment minimum is for the firm.

How This Office Can Help Corvallis, OR Residents

Wells Fargo Advisors is committed to helping clients in Corvallis, OR, achieve their financial goals by providing customized investment solutions and personalized advice. Whether someone is facing retirement, funding education for their children, or managing their wealth, the experienced financial advisors at Wells Fargo Advisors can help. As a college town, Corvallis presents unique financial challenges for many residents. Many families are looking for ways to save for their children's education while also planning for their own retirement. Additionally, the high cost of living in Oregon can put some pressure on individuals to make wise investment decisions. Wells Fargo Advisors can help clients navigate these challenges by providing advice on tax-advantaged savings plans, retirement planning, and investment strategies that can help them achieve their financial goals. With a focus on long-term success, Wells Fargo Advisors provides investment solutions that aim to create sustainable wealth for clients in Corvallis and beyond.

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 2273 NW Professional Dr Suite 102, Corvallis, OR 97330, USA
Phone (541) 754-8123
Directions
Google My Business Reviews:
1 Star

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.