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Scott Elger is a registered investment advisor at Wells Fargo Advisors, based in Peoria, IL, 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
6810 N Knoxville Ave, Peoria, IL, 61614
Get directionsHistory
Regulatory History (3)
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Customer Dispute
March 2008Settled
Customer Dispute
February 2004Settled
Regulatory
April 1990Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
November 2017 - Present · 8 yrs 6 mos
Wells Fargo Advisors
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
December 2006 - November 2017 · 10 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
December 2006 - November 2017 · 10 yrs 11 mos
Morgan Stanley
April 2000 - December 2006 · 6 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 1994 - December 2006 · 12 yrs 9 mos
Everen Securities, INC.Broker
January 1991 - February 1994 · 3 yrs 1 mo
Lehman Brothers INC.Broker
January 1986 - January 1991 · 5 yrs
State Registrations27 states
AZCACOFLGAIAIDILINKSMAMDMNMONCNENJNVNYOHORPASCTNTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.