PC
PC
Paul Cooke is a registered investment advisor at Wells Fargo Advisors, based in Dallas, TX, with 33 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
100 Crescent Ct, Ste 1400, Dallas, TX, 75201
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2001Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
December 2025 - Present · 5 mos
Wells Fargo Advisors
December 2025 - Present · 5 mos
Previous Registrations
Citi Private Alternatives, LLCBroker
March 2017 - December 2025 · 8 yrs 9 mos
Citigroup Global Markets INC.
September 2013 - December 2025 · 12 yrs 3 mos
Citigroup Global Markets INC.Broker
August 2013 - December 2025 · 12 yrs 4 mos
J.P. Morgan Securities LLCBroker
November 2008 - August 2013 · 4 yrs 9 mos
RBC Capital Markets CorporationBroker
April 2004 - November 2008 · 4 yrs 7 mos
RBC Capital Markets Corporation
April 2004 - November 2008 · 4 yrs 7 mos
Raymond James & Associates, INC.
June 1998 - May 2004 · 5 yrs 11 mos
Raymond James & Associates, INC.Broker
June 1998 - May 2004 · 5 yrs 11 mos
Sunamerica Securities, INC.Broker
May 1994 - June 1998 · 4 yrs 1 mo
Sunamerica Securities, INC.Broker
June 1993 - March 1994 · 9 mos
The Principal/eppler, Guerin & Turner, INC.Broker
October 1991 - July 1992 · 9 mos
State Registrations10 states
ALARDEFLLANYOKTNTXWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.