PB
PB
Patrick Buttarazzi
33 Years of Experience
Charleston, SC
1 DisclosureBroker
Patrick Buttarazzi is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, 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
320 Broad St 3rd Fl, Charleston, SC, 29401
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Regulatory History (1)
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Customer Dispute
February 2025Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2013 - Present · 12 yrs 11 mos
Wells Fargo Advisors
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2003 - June 2013 · 10 yrs 5 mos
UBS Financial Services INC.
January 2003 - June 2013 · 10 yrs 5 mos
Prudential Securities Incorporated
February 1998 - January 2003 · 4 yrs 11 mos
Prudential Securities IncorporatedBroker
September 1997 - January 2003 · 5 yrs 4 mos
Smith Barney INC.Broker
July 1993 - September 1997 · 4 yrs 2 mos
Lehman Brothers INC.Broker
February 1993 - July 1993 · 5 mos
State Registrations27 states
AZCACODCFLGAILINMAMDMIMONCNHNJNMNYOHORPASCTNTXVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.