GV
ChFC
GV
ChFC

Gonzalo Villena

39 Years of Experience
Coral Gables, FL
4 DisclosuresBroker

Gonzalo Villena is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Coral Gables, FL, 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

396 Alhambra Cir 8th Fl, [D2-Rbo], Coral Gables, FL, 33134

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History

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
May 2018
Denied
Customer Dispute
March 2017
Denied
Customer Dispute
December 2011
Denied
Regulatory
July 1993
Final
Employment History
Current Registrations
Wells Fargo Advisors
September 2012 - Present · 13 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Hsbc Securities (USA) INC.
July 2009 - September 2012 · 3 yrs 2 mos
Hsbc Securities (USA) INC.Broker
August 2008 - September 2012 · 4 yrs 1 mo
Nrp Financial, INC.Broker
January 2007 - May 2008 · 1 yr 4 mos
Hsbc Securities (USA) INC.Broker
January 2005 - August 2006 · 1 yr 7 mos
Hsbc Brokerage (USA) INC.Broker
April 2003 - January 2005 · 1 yr 9 mos
AXA Advisors, LLC
June 1986 - April 2003 · 16 yrs 10 mos
AXA Advisors, LLCBroker
January 1986 - April 2003 · 17 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1986 - January 2000 · 14 yrs
State Registrations7 states
COFLMAMINCNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.