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Eric Kincade

Wells Fargo Advisors
33 Years of Experience
Boulder, CO
3 DisclosuresBroker
View SEC Summary
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Eric Kincade is a registered investment advisor at Wells Fargo Advisors, based in Boulder, CO, 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.

Wells Fargo Advisors
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
View Full SEC Brochure

Location

1960 28th St, Boulder, CO, 80301

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History

Regulatory History (3)
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
March 2010
Denied
Customer Dispute
July 2009
Denied
Criminal
June 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
December 2015 - Present · 10 yrs 5 mos
Wells Fargo Advisors
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
September 2010 - December 2015 · 5 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
August 2010 - December 2015 · 5 yrs 4 mos
Suntrust Investment Services, INC.
March 2008 - July 2010 · 2 yrs 4 mos
Suntrust Investment Services, INC.Broker
March 2008 - July 2010 · 2 yrs 4 mos
Wachovia Securities, LLC
November 2004 - October 2007 · 2 yrs 11 mos
Wachovia Securities, LLCBroker
January 2003 - October 2007 · 4 yrs 9 mos
Quick & Reilly, INC.Broker
May 2001 - January 2003 · 1 yr 8 mos
Global Capital Securities CorporationBroker
January 1993 - May 2001 · 8 yrs 4 mos
Kober Financial CORP.Broker
July 1992 - January 1993 · 6 mos
J. W. Gant & Associates, INC.Broker
April 1992 - July 1992 · 3 mos
State Registrations20 states
ARCACOCTFLGAKSKYMAMIMNMTNCORSCSDTXVAWAWY
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.
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