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Mark Morena is a registered investment advisor at Wells Fargo Advisors, based in Canton, OH, with 36 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
4601 Fulton Dr Nw, Ste B, Canton, OH, 44718
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2011Settled
Customer Dispute
June 2004Settled
Employment History
Current Registrations
Wells Fargo Advisors
May 2022 - Present · 4 yrs
Wells Fargo Clearing Services, LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
Morgan Stanley
July 2010 - May 2022 · 11 yrs 10 mos
Morgan StanleyBroker
July 2010 - May 2022 · 11 yrs 10 mos
UBS Financial Services INC.
February 2007 - July 2010 · 3 yrs 5 mos
UBS Financial Services INC.Broker
February 2007 - July 2010 · 3 yrs 5 mos
Mcdonald Investments INC.
January 2007 - February 2007 · 1 mo
Mcdonald Investments INC.Broker
July 1999 - February 2007 · 7 yrs 7 mos
Dean Witter Reynolds INC.Broker
April 1991 - July 1999 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1987 - February 1989 · 1 yr 3 mos
State Registrations11 states
COFLIDILMDMINCNENMOHSC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.