RB
RB
Richard Burrows
44 Years of Experience
Tucson, AZ
1 DisclosureBroker
Richard Burrows is a registered investment advisor at Wells Fargo Advisors, based in Tucson, AZ, 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
2195 E River Rd, [Sa-Rbo], Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2016Denied
Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Wells Fargo Investments, LLC
April 2008 - January 2011 · 2 yrs 9 mos
Wells Fargo Investments, LLCBroker
April 2008 - January 2011 · 2 yrs 9 mos
Capital Brokerage CorporationBroker
December 2002 - March 2008 · 5 yrs 3 mos
Cal Fed InvestmentsBroker
October 1998 - December 2002 · 4 yrs 2 mos
Glenfed Brokerage ServicesBroker
December 1995 - November 1998 · 2 yrs 11 mos
Gna Securities, INC.Broker
September 1990 - December 1995 · 5 yrs 3 mos
Fn Investment CenterBroker
July 1988 - May 1990 · 1 yr 10 mos
Shearson Lehman Hutton INC.Broker
August 1986 - July 1988 · 1 yr 11 mos
First Columbia CorporationBroker
July 1985 - August 1986 · 1 yr 1 mo
Painewebber IncorporatedBroker
April 1982 - August 1985 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1981 - June 1985 · 4 yrs 2 mos
State Registrations25 states
AZCACOCTFLGAILKYMIMONHNJNMNVNYOKORPASCTNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.