FH
FH

Franklin Howell

44 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker

Franklin Howell is a registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 44 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

350 E Las Olas Blvd 19th Fl, Fort Lauderdale, FL, 33301

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History

Regulatory History (1)
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Customer Dispute
July 2009
Denied
Other Business Activities

Franklin has a 14.29% ownership in Tulip Holdings, LLC, a strip mall, since 2010, requiring minimal time. He also owns rental property in Key Largo, FL since November 2023, spending minimal time as a landlord.

Employment History
Current Registrations
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
March 2014 - October 2022 · 8 yrs 7 mos
UBS Financial Services INC.Broker
March 2014 - October 2022 · 8 yrs 7 mos
Morgan StanleyBroker
June 2009 - April 2014 · 4 yrs 10 mos
Morgan Stanley
June 2009 - April 2014 · 4 yrs 10 mos
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
Wachovia Securities, LLCBroker
July 2003 - October 2007 · 4 yrs 3 mos
Wachovia Securities, LLC
July 2003 - October 2007 · 4 yrs 3 mos
Prudential Securities Incorporated
July 2000 - July 2003 · 3 yrs
Prudential Securities IncorporatedBroker
July 2000 - July 2003 · 3 yrs
Salomon Smith Barney INC.Broker
July 1993 - July 2000 · 7 yrs
Lehman Brothers INC.Broker
June 1992 - July 1993 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
May 1989 - June 1992 · 3 yrs 1 mo
Drexel Burnham Lambert IncorporatedBroker
November 1982 - July 1989 · 6 yrs 8 mos
Thomson Mckinnon Securities INC.Broker
November 1981 - December 1982 · 1 yr 1 mo
State Registrations19 states
CACOFLGAMAMDMIMNMONCNJNMNYOHPASCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Franklin Howell - Financial Advisor | TrueAdvisor