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George Flanders

38 Years of Experience
St. Petersburg, FL
Broker

George Flanders is a registered investment advisor at Wells Fargo Advisors, based in St. Petersburg, FL, with 38 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

St. Petersburg, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Wells Fargo Advisors
November 2019 - Present · 6 yrs 6 mos
Wells Fargo Clearing Services, LLC
November 2019 - Present · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
May 2008 - November 2019 · 11 yrs 6 mos
UBS Financial Services INC.Broker
May 2008 - November 2019 · 11 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2002 - May 2008 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2002 - May 2008 · 6 yrs 2 mos
Natcity Insurance Services, INC.Broker
August 1999 - December 2001 · 2 yrs 4 mos
Liberty Securities CorporationBroker
August 1998 - September 1999 · 1 yr 1 mo
Natcity Investments, INC.Broker
June 1996 - April 2002 · 5 yrs 10 mos
Independent Financial Securities, INC.Broker
August 1994 - August 1998 · 4 yrs
National City Investments CorporationBroker
May 1994 - June 1996 · 2 yrs 1 mo
Society Investments, INC.Broker
May 1994 - June 1994 · 1 mo
Financial Horizons Securities CorporationBroker
June 1993 - May 1994 · 11 mos
American Express Financial Advisors INC.Broker
September 1987 - June 1993 · 5 yrs 9 mos
State Registrations34 states
AZCACOCTDEFLGAIDILINKYMAMDMEMIMNMOMSMTNCNHNVNYOHORPASCTNTXUTVAWAWIWV
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Exams
No exam information available for this advisor.