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Gerard Mehan

Wells Fargo Advisors
33 Years of Experience
Saratoga Springs, NY
2 DisclosuresBroker
View SEC Summary
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Gerard Mehan is a registered investment advisor at Wells Fargo Advisors, based in Saratoga Springs, NY, 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

37 Henry St, Ste 201, Saratoga Springs, NY, 12866

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History

Regulatory History (2)
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
November 2004
Denied
Customer Dispute
June 2004
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
April 2019 - Present · 7 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Wells Fargo Clearing Services, LLC
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - April 2019 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2019 · 9 yrs 6 mos
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Banc of America Investment Services, INC.
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.
September 2002 - October 2004 · 2 yrs 1 mo
Quick & Reilly, INC.Broker
January 2002 - October 2004 · 2 yrs 9 mos
Primevest Financial Services, INC.Broker
June 2001 - January 2002 · 7 mos
Compulife Investor Services, INC.Broker
June 2000 - June 2001 · 1 yr
Conseco Securities, INC.Broker
March 1999 - June 2000 · 1 yr 3 mos
Fisco Equity, INC.Broker
August 1997 - March 1999 · 1 yr 7 mos
Independent Financial Securities, INC.Broker
June 1996 - August 1997 · 1 yr 2 mos
Eq Financial Consultants, INC.Broker
December 1992 - June 1996 · 3 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1992 - June 1996 · 3 yrs 6 mos
State Registrations33 states
AKAZCACOCTDEFLGAMAMDMEMIMNMOMTNCNHNJNMNYOHOKORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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