Wells Fargo Advisors

Financial Advisor in Cochise County, AZ

Firm Info
Address: 50 E Fry Blvd, Sierra Vista, AZ 85635, USA
Phone: (520) 459-8489

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 fee-based registered investment advisory firm that has been in operation since 2000. The firm's headquarters is located in St. Louis, MO. As a broker-dealer, Wells Fargo Advisors Financial Network, LLC is a seller of additional financial products and provides investment advice to its clients. The firm offers a range of services to its clients. These services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and the selection of other advisors. Additionally, Wells Fargo Advisors Financial Network, LLC offers investment consulting services to institutional clients. At Wells Fargo Advisors Financial Network, LLC, clients can expect to receive personalized attention from experienced advisors who are committed to helping them achieve their financial goals. The firm's fee-based structure ensures that advisors are working in the best interests of their clients, and the range of services offered allows clients to select the services that are most relevant to their needs.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC caters to a diverse range of clients, including individuals and high net worth individuals seeking comprehensive financial planning services, banking institutions looking for investment management strategies, pension or profit sharing plans, and charitable organizations. In addition, they also serve state or municipal government entities, insurance companies, and various other types of corporations. Their extensive list of clients is a testament to the professionalism and expertise of the firm's advisors, who are well-equipped to handle a wide range of financial planning needs. WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC offers a variety of fee structures to its clients, depending on the services provided. Clients can opt for a percentage of AUM (Assets Under Management) fee structure, which is calculated as a percentage of the total assets managed by the firm. Alternatively, clients can choose an hourly fee structure, which is based on the amount of time spent by the advisor on specific tasks or projects. Additionally, fixed fees and commissions are also available. The firm's flexibility in its fee structures allows clients to choose the most suitable option for their specific financial planning needs.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Wells Fargo Advisors Financial Network, LLC has a minimum initial account value requirement for their programs. However, the brochure doesn't mention what the investment minimum actually is. The firm does reserve the right to terminate client accounts if they fall below the minimum guidelines established by Wells Fargo, but they also have the discretion to waive the minimum account size if they choose to do so. Unfortunately, without further information, we cannot determine the investment minimum for Wells Fargo Advisors Financial Network, LLC.

How This Office Can Help Cochise County, AZ Residents

Wells Fargo Advisors offers personalized financial solutions to its clients in Cochise County, AZ. They understand that people in this area face unique financial challenges, such as navigating the retirement process, saving for their children's education, and investing to grow their wealth. To address these concerns, they offer a wide range of investment vehicles, including mutual funds, stocks, bonds, and annuities. Their financial advisors work with clients to create customized investment plans that are tailored to their unique needs, goals, and risk tolerance. They also provide guidance on tax-efficient investing, estate planning, and wealth transfer strategies. Additionally, they offer access to banking services, credit solutions, insurance, and trust services, ensuring that their clients have a comprehensive financial plan in place to help them achieve their goals. Overall, Wells Fargo Advisors provides the expertise and resources necessary to help clients in Cochise County, AZ navigate the complexity of the financial landscape and achieve their desired outcomes.

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 50 E Fry Blvd, Sierra Vista, AZ 85635, USA
Phone (520) 459-8489
Directions
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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