HD
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Helen Devito
33 Years of Experience
Southlake, TX
5 DisclosuresBroker
Helen Devito is a registered investment advisor at Wells Fargo Advisors, based in Southlake, 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
550 Reserve St., Ste 500, Granite Place, Southlake, TX, 76092
Get directionsHistory
Regulatory History (5)
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.
Regulatory
April 2013Final
Customer Dispute
August 2003Settled
Customer Dispute
July 2003Settled
Customer Dispute
January 2003Closed-No Action
Customer Dispute
July 2001Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Wells Fargo Clearing Services, LLC
October 2019 - Present · 6 yrs 7 mos
Wells Fargo Advisors
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Morgan Stanley
March 2012 - October 2019 · 7 yrs 7 mos
Morgan StanleyBroker
March 2012 - October 2019 · 7 yrs 7 mos
Wells Fargo Advisors, LLCBroker
July 2003 - March 2012 · 8 yrs 8 mos
Wells Fargo Advisors, LLC
July 2003 - March 2012 · 8 yrs 8 mos
Prudential Securities Incorporated
April 1993 - July 2003 · 10 yrs 3 mos
Prudential Securities IncorporatedBroker
April 1993 - July 2003 · 10 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
May 1992 - April 1993 · 11 mos
State Registrations17 states
ALARCACOFLGAIAINMDMSMTNYOHOKORPATX
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.