Wells Fargo Advisors Financial Network

Retirement Planning Firm in Cumming, GA

Firm Info
Address: 210 Dahlonega St, Cumming, GA 30040, USA
Phone: (678) 455-0016

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

* required fields

Wells Fargo Advisors Financial Network, LLC Overview

Wells Fargo Advisors Financial Network, LLC is a well-established registered investment advisory firm that has been providing financial services since 2000. Headquartered in St. Louis, MO, the firm has a fee-based fee arrangement, providing investment advice while also selling additional financial products as a broker-dealer. Wells Fargo Advisors Financial Network offers comprehensive financial planning and portfolio management to small business owners and individual investors. Additionally, the firm provides portfolio management services to institutional clients and businesses, including pension consulting services. One of the unique offerings of Wells Fargo Advisors Financial Network is their ability to select other advisors on behalf of clients. This allows clients the opportunity to work with top-performing professionals in the field. Additionally, the firm provides investment consulting services to institutional clients, showing their expertise and experience in serving a wide range of clients. Overall, Wells Fargo Advisors Financial Network is a full-service financial advisory firm that has been providing quality services for over two decades. With a commitment to excellence and a focus on meeting client needs, this firm is a great choice for those looking for a trusted partner in financial matters.

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 for Wells Fargo Advisors Financial Network, LLC states that the minimum initial account values for the programs described in the document are listed below. However, they do mention that they have the discretion to waive the minimum account size. The specific investment minimum amount is not mentioned in the Part 2 Brochure.

How This Office Can Help Cumming, GA Residents

Wells Fargo Advisors Financial Network offers a range of services to clients in Cumming, GA, to help them meet their financial goals and navigate common financial situations facing residents of the area. For example, the cost of living in the Atlanta metropolitan area can be relatively high, and residents may need guidance to help them save for retirement or manage their debt and expenses. Wells Fargo Advisors Financial Network's advisors can provide personalized advice on budgeting, saving, and investing to help clients achieve financial security. In addition, residents of Cumming and other Atlanta suburbs face a range of issues related to the fast-paced growth and development of the region. These may include navigating tax laws, managing inheritances or gifts, and planning for education and healthcare expenses. Wells Fargo Advisors Financial Network's advisors have experience working with clients in these areas and can offer customized, professional guidance to help clients plan for their future with confidence. With a commitment to personalized service and access to a range of investment products and services, Wells Fargo Advisors Financial Network is a valuable resource for individuals and families navigating the financial landscape in Cumming, GA.

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 210 Dahlonega St, Cumming, GA 30040, USA
Phone (678) 455-0016
Directions
Google My Business Reviews:

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.