VB
VB

Vanessa Brown

30 Years of Experience
Alpharetta, GA
Broker

Vanessa Brown is a registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 30 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

2520 Northwinds Pkwy Ste 200, Two Northwinds Center, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
April 2020 - Present · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - April 2020 · 3 yrs 7 mos
Suntrust Investment Services, INC.
November 2011 - December 2016 · 5 yrs 1 mo
Suntrust Investment Services, INC.Broker
November 2011 - April 2020 · 8 yrs 5 mos
Morgan Keegan & Company, INC.
January 2010 - September 2011 · 1 yr 8 mos
Morgan Keegan & Company, INC.Broker
January 2010 - September 2011 · 1 yr 8 mos
Fsc Securities CorporationBroker
April 2009 - June 2009 · 2 mos
Oppenheimer & CO. INC.
March 2009 - May 2009 · 2 mos
Oppenheimer & CO. INC.Broker
March 2009 - May 2009 · 2 mos
Stanford Group Company
July 2008 - March 2009 · 8 mos
Stanford Group CompanyBroker
March 2008 - March 2009 · 1 yr
Raymond James Financial Services, INC.Broker
January 2005 - December 2007 · 2 yrs 11 mos
Morgan Keegan & Company, INC.Broker
September 2000 - January 2005 · 4 yrs 4 mos
Prudential Securities IncorporatedBroker
January 1997 - August 2000 · 3 yrs 7 mos
The Robinson-Humphrey Company INC.Broker
July 1995 - November 1996 · 1 yr 4 mos
NationssecuritiesBroker
November 1994 - June 1995 · 7 mos
Fortis Investors, INC.Broker
February 1993 - June 1993 · 4 mos
State Registrations32 states
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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.
Vanessa Brown - Financial Advisor | TrueAdvisor