JE
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John Ebanietti

33 Years of Experience
Scottsdale, AZ
4 DisclosuresBroker

John Ebanietti is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, 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

18700 N Hayden Rd Ste 525, Scottsdale, AZ, 85255

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History

Regulatory History (4)
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
May 2012
Closed-No Action
Customer Dispute
January 2002
Settled
Customer Dispute
November 2001
Settled
Customer Dispute
December 2000
Settled
Employment History
Current Registrations
Wells Fargo Advisors
May 2020 - Present · 6 yrs
Wells Fargo Clearing Services, LLCBroker
May 2020 - Present · 6 yrs
Previous Registrations
RBC Capital Markets, LLC
January 2012 - May 2020 · 8 yrs 4 mos
RBC Capital Markets, LLCBroker
January 2012 - May 2020 · 8 yrs 4 mos
Oppenheimer & CO. INC.
January 2008 - January 2012 · 4 yrs
Oppenheimer & CO. INC.Broker
December 2007 - January 2012 · 4 yrs 1 mo
Citigroup Global Markets INC.
January 2003 - December 2007 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
November 2001 - December 2007 · 6 yrs 1 mo
UBS Painewebber INC.Broker
March 1996 - November 2001 · 5 yrs 8 mos
Dean Witter Reynolds INC.Broker
March 1992 - February 1996 · 3 yrs 11 mos
State Registrations28 states
ALAZCACOCTFLGAIAILMAMDMINCNENJNMNVNYOKPARISCTNTXUTVAVTWA
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.
John Ebanietti - Financial Advisor | TrueAdvisor