WB
WB
William Bresley
32 Years of Experience
Oakhurst, NJ
3 DisclosuresBroker
William Bresley is a registered investment advisor at Wells Fargo Advisors, based in Oakhurst, NJ, with 32 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
1600 Highway 35 and Deal Rd, [J6/J9-Rbo], Oakhurst, NJ, 07755
Get directionsHistory
Regulatory History (3)
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Customer Dispute
April 2016Denied
Customer Dispute
April 2009Settled
Customer Dispute
September 2008Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2005 - Present · 20 yrs 11 mos
Wells Fargo Advisors
June 2005 - Present · 20 yrs 11 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
October 2004 - May 2005 · 7 mos
Banc of America Investment Services, INC.
October 2004 - May 2005 · 7 mos
Quick & Reilly, INC.
September 2002 - October 2004 · 2 yrs 1 mo
Quick & Reilly, INC.Broker
September 2002 - October 2004 · 2 yrs 1 mo
Prudential Securities Incorporated
July 2002 - September 2002 · 2 mos
Prudential Securities IncorporatedBroker
December 2000 - September 2002 · 1 yr 9 mos
Summit Financial Services Group, INC.Broker
October 1998 - December 2000 · 2 yrs 2 mos
Fiserv Investor Services, INC.Broker
December 1997 - October 1998 · 10 mos
Dreyfus Financial Services CorporationBroker
September 1997 - March 1998 · 6 mos
Dreyfus Investment Services CorporationBroker
September 1997 - December 1997 · 3 mos
Vtr Capital, INC.Broker
October 1995 - April 1997 · 1 yr 6 mos
L.C. Wegard & CO., INC.Broker
July 1993 - November 1995 · 2 yrs 4 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAHIIAKSKYMDMIMOMSMTNCNJNYOHPARISCTNTXVAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.