JP
JP
John Pacella
34 Years of Experience
Williamsville, NY
1 DisclosureBroker
John Pacella is a registered investment advisor at Wells Fargo Advisors, based in Williamsville, NY, with 34 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
6390 Main St, Ste 100, Williamsville, NY, 14221
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 1994Employment History
Current Registrations
Wells Fargo Advisors
November 2011 - Present · 14 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
May 1994 - January 2008 · 13 yrs 8 mos
Prudential Securities IncorporatedBroker
March 1993 - June 1994 · 1 yr 3 mos
Painewebber IncorporatedBroker
February 1992 - March 1993 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
November 1990 - June 1991 · 7 mos
KochcapitalBroker
September 1990 - November 1990 · 2 mos
G. K. Scott & CO., INC.Broker
June 1990 - September 1990 · 3 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.