RP
RP
Robert Palatella
39 Years of Experience
La Jolla, CA
3 DisclosuresBroker
Robert Palatella is a registered investment advisor at Wells Fargo Advisors, based in La Jolla, CA, 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
888 Prospect St Stes 301 & 320, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (3)
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
March 2024Settled
Customer Dispute
February 2022Settled
Customer Dispute
October 2004Denied
Employment History
Current Registrations
Wells Fargo Advisors
August 2017 - Present · 8 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2017 · 8 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2017 · 8 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2004 - April 2007 · 2 yrs 10 mos
Morgan Stanley Dw INC.Broker
June 2004 - April 2007 · 2 yrs 10 mos
Wachovia Securities, LLC
July 2003 - June 2004 · 11 mos
Wachovia Securities, LLCBroker
July 2003 - June 2004 · 11 mos
Prudential Securities Incorporated
May 1992 - July 2003 · 11 yrs 2 mos
Prudential Securities IncorporatedBroker
May 1992 - July 2003 · 11 yrs 2 mos
Painewebber IncorporatedBroker
April 1986 - May 1992 · 6 yrs 1 mo
State Registrations37 states
ARAZCACOCTDCDEFLGAHIIDILKSMAMDMIMNMOMTNCNJNMNVNYOHOKORSCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.