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Dusti Audsley

31 Years of Experience
Prescott, AZ
1 DisclosureBroker

Dusti Audsley is a registered investment advisor at Wells Fargo Advisors, based in Prescott, AZ, with 31 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

325 W Gurley St, Ste 202, Prescott, AZ, 86301

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History

Regulatory History (1)
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Financial
October 2016
Pending
Other Business Activities

Dusti's spouse owns Rockin A Concrete, a concrete construction business, and Dusti spends minimal time on it. This activity is not investment-related.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 4 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Wells Fargo Investments, LLC
March 2008 - January 2011 · 2 yrs 10 mos
Wells Fargo Investments, LLCBroker
March 2008 - January 2011 · 2 yrs 10 mos
Wachovia Securities, LLC
February 2008 - February 2008 · 0 mos
Wachovia Securities, LLCBroker
February 2008 - February 2008 · 0 mos
Wells Fargo Investments, LLC
January 2003 - February 2008 · 5 yrs 1 mo
Wells Fargo Investments, LLCBroker
April 2002 - February 2008 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
August 2000 - July 2001 · 11 mos
Banc One Securities CorporationBroker
February 1996 - September 2000 · 4 yrs 7 mos
Banc One Arizona Investment Services CorporationBroker
November 1995 - February 1996 · 3 mos
Banc One Arizona Investment Services CorporationBroker
September 1993 - May 1995 · 1 yr 8 mos
Lincoln Financial Advisors CorporationBroker
January 1993 - September 1993 · 8 mos
The Lincoln National Life Insurance CompanyBroker
January 1993 - September 1993 · 8 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
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.
Dusti Audsley - Financial Advisor | TrueAdvisor