Wells Fargo Advisors

Wealth Management Firm in Rancho Santa Fe, CA

Firm Info
Address: 6008 Paseo Delicias, Rancho Santa Fe, CA 92067, USA
Phone: (858) 756-4480

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 headquartered in St. Louis, MO. The company has been in business since 2000 and offers a comprehensive range of financial services to individuals, small businesses, and institutional clients. As a broker-dealer and seller of additional financial products, the firm provides investment advice to its clients and helps them select other advisors as well. The financial planning services offered by Wells Fargo Advisors Financial Network include retirement income analysis, estate planning, education planning, and tax planning. The portfolio management services are designed to help clients achieve their investment goals and may include equities, bonds, options, mutual funds, ETFs, and other financial instruments. The firm also offers pension consulting services to help businesses and institutions optimize their retirement plans and investments. Wells Fargo Advisors Financial Network provides investment consulting services to institutional clients, helping them evaluate their investment strategies and make informed decisions about their portfolios. The company’s experienced team of advisors works closely with each client to develop customized investment strategies that align with their unique needs and objectives. Whether it’s selecting other advisors, managing portfolios, or providing financial planning services, Wells Fargo Advisors Financial Network is dedicated to helping its clients achieve their financial goals.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC serves a diverse group of clients, from individual investors to high net worth individuals and banking institutions. Additionally, they work with pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. The firm is equipped to provide a tailored approach to wealth management and financial advice for any type of client that walks through their doors. The fee structures available at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC vary depending on the service provided. Clients can choose from several different fee arrangements, including a percentage of assets under management (AUM), hourly billing, fixed fees, or commissions. Each structure has its own set of advantages and disadvantages depending on the client's needs and financial goals. Advisors at the firm work closely with clients to determine the best fee structure for them and provide transparency and clarity around all fees and charges.

Typical Clients, Fee Structures & Investment Minimum

According to WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC's Part 2 Brochure, they do have minimum investment requirements for their programs; however, they are not explicitly stated. The brochure notes that they have "minimum Account value guidelines" and the firm reserves the right to terminate accounts that fall below those guidelines. Additionally, the firm may choose to waive the minimum account size at their discretion. Therefore, it is unclear what the investment minimum is for WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.

How This Office Can Help Rancho Santa Fe, CA Residents

Wells Fargo Advisors offers a wide range of financial planning and investment services to clients in Rancho Santa Fe, CA, with a focus on personalized attention and tailored solutions. With its roots dating back to the early 20th century, Wells Fargo Advisors has a long history of providing trusted financial advice to individuals and families across the country. In Rancho Santa Fe, clients may face a number of financial challenges, including estate planning, retirement savings, tax planning, and investment management. The advisors at Wells Fargo Advisors can provide guidance and expertise in these areas, helping clients to achieve their long-term financial goals. For clients in Rancho Santa Fe, CA, estate planning is often a top priority. With the area's high net worth individuals and families, proper estate planning can be critical for protecting assets and minimizing tax liabilities. Wells Fargo Advisors can assist clients in creating a comprehensive estate plan, including wills, trusts, and other legal documents. Retirement savings is another common concern for clients in Rancho Santa Fe, as many are nearing retirement age or have already retired. Wells Fargo Advisors can help clients assess their retirement readiness and implement a plan to meet their income needs during retirement. Additionally, the advisors can offer guidance on tax-advantaged investment strategies to help clients minimize tax liability and maximize returns.

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 6008 Paseo Delicias, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-4480
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.