JE
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John Enright

39 Years of Experience
Oak Brook, IL
2 DisclosuresBroker

John Enright is a registered investment advisor at Wells Fargo Advisors, based in Oak Brook, IL, with 39 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

1515 W 22nd St Ste 700, Oak Brook, IL, 60523

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History

Regulatory History (2)
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Customer Dispute
May 2023
Denied
Customer Dispute
April 2016
Settled
Employment History
Current Registrations
Wells Fargo Advisors
March 2020 - Present · 6 yrs 2 mos
Wells Fargo Clearing Services, LLC
March 2020 - Present · 6 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Edward JonesBroker
June 2013 - March 2020 · 6 yrs 9 mos
Edward Jones
May 2013 - March 2020 · 6 yrs 10 mos
Rmb Capital Management
May 2011 - April 2013 · 1 yr 11 mos
RBC Capital Markets, LLC
September 2002 - January 2011 · 8 yrs 4 mos
RBC Capital Markets, LLCBroker
September 2002 - January 2011 · 8 yrs 4 mos
First Union Securities, INC.Broker
July 1998 - June 2002 · 3 yrs 11 mos
Prudential Securities IncorporatedBroker
May 1989 - July 1998 · 9 yrs 2 mos
Drexel Burnham Lambert IncorporatedBroker
June 1988 - June 1989 · 1 yr
Shearson Lehman Hutton INC.Broker
April 1986 - July 1988 · 2 yrs 3 mos
State Registrations11 states
CACOFLILKYMIMONVPATXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.