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Ron Fetsch
40 Years of Experience
San Jose, CA
4 DisclosuresBroker
Ron Fetsch is a registered investment advisor at Wells Fargo Advisors, based in San Jose, CA, with 40 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
50 W San Fernando St Ste 1500, [Ka-Rbo], San Jose, CA, 95113
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2004Denied
Customer Dispute
October 2004Denied
Customer Dispute
November 2002Denied
Customer Dispute
April 2002Denied
Other Business Activities
Ron owns a sod farm and rental property, and is a board member of Makila HOA. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
November 2024 - Present · 1 yr 6 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Morgan Stanley
January 2015 - November 2024 · 9 yrs 10 mos
Morgan StanleyBroker
January 2015 - November 2024 · 9 yrs 10 mos
Raymond James Financial Services Advisors, INC
May 2009 - January 2015 · 5 yrs 8 mos
Raymond James Financial Services, INC.Broker
April 2009 - January 2015 · 5 yrs 9 mos
Wamu Investments, INC.
February 2006 - May 2009 · 3 yrs 3 mos
Wamu Investments, INC.Broker
January 2002 - May 2009 · 7 yrs 4 mos
Wells Fargo Investments, LLCBroker
October 2001 - January 2002 · 3 mos
Wm Financial Services, INC.Broker
January 1998 - October 2001 · 3 yrs 9 mos
Great Western Financial Securities CorporationBroker
November 1995 - May 1998 · 2 yrs 6 mos
Asb Financial ServicesBroker
September 1989 - November 1995 · 6 yrs 2 mos
Piper, Jaffray & Hopwood IncorporatedBroker
August 1987 - February 1989 · 1 yr 6 mos
Painewebber IncorporatedBroker
October 1986 - September 1987 · 11 mos
Ids Marketing CorporationBroker
May 1985 - November 1986 · 1 yr 6 mos
Ids Financial Services INC.Broker
May 1985 - October 1986 · 1 yr 5 mos
State Registrations24 states
AZCACOFLGAHIIAIDKSMNMOMSNCNDNJNVNYOHORPASCSDTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.