DA
CFP
DA
CFP
Donald Amoruso
33 Years of Experience
Deerfield, IL
2 DisclosuresBroker
Donald Amoruso is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Deerfield, IL, 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
500 Lake Cook Rd Ste 300, [Yq-Rbo], Deerfield, IL, 60015
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
February 2006Customer Dispute
December 2001Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Wells Fargo Advisors
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2007 - March 2022 · 14 yrs 10 mos
Citigroup Global Markets INC.
May 2007 - March 2022 · 14 yrs 10 mos
Citicorp Investment Services
March 2006 - May 2007 · 1 yr 2 mos
Citicorp Investment ServicesBroker
March 2006 - May 2007 · 1 yr 2 mos
Fifth Third Securities, INC.
November 2004 - March 2006 · 1 yr 4 mos
Fifth Third Securities, INC.Broker
December 2002 - March 2006 · 3 yrs 3 mos
Ifmg Securities, INC.Broker
August 2002 - November 2002 · 3 mos
Harris Investor Services LLCBroker
May 2002 - August 2002 · 3 mos
Harris Investor Services LLC
December 2001 - August 2002 · 8 mos
Ameritas Investment CORP.Broker
April 2001 - May 2002 · 1 yr 1 mo
Harris Investorline INC.Broker
December 2000 - May 2002 · 1 yr 5 mos
Harris InvestorlineBroker
October 2000 - December 2000 · 2 mos
Banc One Securities CorporationBroker
August 1999 - October 2000 · 1 yr 2 mos
Long Grove Trading CO.Broker
August 1995 - August 1999 · 4 yrs
Long Grove Trading CO.Broker
July 1995 - August 1995 · 1 mo
Investors Brokerage Services, INC.Broker
July 1993 - August 1995 · 2 yrs 1 mo
Long Grove Trading CO.Broker
August 1992 - July 1993 · 11 mos
State Registrations34 states
ALAZCACODCFLGAHIILINKSMAMDMIMNMOMSNCNENJNVNYOHORPASCTNTXUTVAVirgin IslandsWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.