RG
CFP
RG
CFP
Robert Gehlen
32 Years of Experience
San Francisco, CA
1 DisclosureBroker
Robert Gehlen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Francisco, CA, with 32 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
Loading...
Location
555 California St 24th Fl, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (1)
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
February 2003Settled
Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Wells Fargo Clearing Services, LLCBroker
May 2023 - Present · 3 yrs
Wells Fargo Clearing Services, LLC
May 2023 - Present · 3 yrs
Previous Registrations
First Republic Investment Management, INC.
June 2017 - May 2023 · 5 yrs 11 mos
First Republic Securities Company, LLCBroker
June 2017 - May 2023 · 5 yrs 11 mos
UBS Financial Services INC.
May 2006 - July 2017 · 11 yrs 2 mos
UBS Financial Services INC.Broker
May 2006 - July 2017 · 11 yrs 2 mos
Deutsche Bank Securities INC.
June 2001 - June 2006 · 5 yrs
Deutsche Bank Securities INC.Broker
January 2001 - June 2006 · 5 yrs 5 mos
Db Alex. Brown LLCBroker
March 1999 - January 2001 · 1 yr 10 mos
Ing Baring Furman Selz LLCBroker
February 1999 - March 1999 · 1 mo
Smith Barney INC.Broker
July 1993 - July 1997 · 4 yrs
Lehman Brothers INC.Broker
May 1992 - July 1993 · 1 yr 2 mos
State Registrations22 states
AZCACODEFLGAHIIDILMNMOMSMTNCNMNVNYOHORTXUTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.