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Paul Couch
31 Years of Experience
Las Vegas, NV
1 DisclosureBroker
Paul Couch is a registered investment advisor at Wells Fargo Advisors, based in Las Vegas, NV, with 31 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
8474 Rozita Lee Ave Ste 400, [Sd-Rbo], Las Vegas, NV, 89113
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2009Award / Judgment
Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 1 yr 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
City National Securities, INC.
July 2011 - September 2024 · 13 yrs 2 mos
City National Securities, INC.Broker
June 2011 - September 2024 · 13 yrs 3 mos
Wells Fargo Advisors, LLCBroker
January 2011 - June 2011 · 5 mos
Wells Fargo Advisors, LLC
January 2011 - June 2011 · 5 mos
Wells Fargo Investments, LLCBroker
November 2008 - January 2011 · 2 yrs 2 mos
Wells Fargo Investments, LLC
November 2008 - January 2011 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2008 · 1 yr 7 mos
Citigroup Global Markets INC.
May 2007 - December 2008 · 1 yr 7 mos
Citicorp Investment ServicesBroker
May 2005 - May 2007 · 2 yrs
Citicorp Investment Services
May 2005 - May 2007 · 2 yrs
Zions Investment Securities, INC.Broker
August 2004 - May 2005 · 9 mos
Zions Investment Securities, INC
August 2004 - May 2005 · 9 mos
Citicorp Investment Services
March 2003 - August 2004 · 1 yr 5 mos
Citicorp Investment ServicesBroker
February 2003 - August 2004 · 1 yr 6 mos
Cal Fed InvestmentsBroker
March 1999 - February 2003 · 3 yrs 11 mos
Wells Fargo Securities INC.Broker
October 1996 - March 1999 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1996 - October 1996 · 4 mos
Spelman & CO., INC.Broker
October 1995 - May 1996 · 7 mos
Pruco Securities CorporationBroker
August 1994 - January 1995 · 5 mos
Olde Discount CorporationBroker
November 1993 - March 1994 · 4 mos
Charles Schwab & CO., INC.Broker
March 1993 - November 1993 · 8 mos
Thomas James Associates, INC.Broker
August 1991 - October 1991 · 2 mos
State Registrations6 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.