MD
CFP
MD
CFP
Michael Dellisant
31 Years of Experience
San Diego, CA
2 DisclosuresBroker
Michael Dellisant is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, 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
13490 Pacific Highlands Ranch Pkwy, San Diego, CA, 92130
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2015Denied
Customer Dispute
October 1999Denied
Other Business Activities
Michael owns DJ Mike D, providing DJ services since 1999. This takes minimal time.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2024 - Present · 2 yrs 6 mos
Wells Fargo Advisors
January 2024 - Present · 2 yrs 6 mos
Previous Registrations
Baker Tilly Capital, LLCBroker
November 2020 - January 2024 · 3 yrs 2 mos
Baker Tilly Wealth Management, LLC
November 2020 - January 2024 · 3 yrs 2 mos
Dfpg Investments, LLCBroker
April 2019 - November 2020 · 1 yr 7 mos
Squar Milner Financial Services, LLC
September 2017 - December 2020 · 3 yrs 3 mos
Allegis Investment Services, LLCBroker
September 2017 - March 2019 · 1 yr 6 mos
J.P. Morgan Securities LLC
October 2012 - October 2017 · 5 yrs
J.P. Morgan Securities LLCBroker
October 2012 - October 2017 · 5 yrs
Chase Investment Services CORP.Broker
October 2010 - October 2012 · 2 yrs
Chase Investment Services CORP.
October 2010 - October 2012 · 2 yrs
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Citigroup Global Markets INC.
January 2001 - June 2009 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2001 - June 2009 · 8 yrs 5 mos
Prudential Securities IncorporatedBroker
July 1996 - February 2001 · 4 yrs 7 mos
Smith Barney INC.Broker
August 1994 - August 1996 · 2 yrs
State Registrations10 states
AZCAFLGAHIILMINJNVVA
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.