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Scott Seltzer
29 Years of Experience
Palm Beach, FL
1 DisclosureBroker
Scott Seltzer is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach, FL, with 29 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
255 S County Rd Ste 100, [Vg-Rbo], Palm Beach, FL, 33480
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2023Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Clearing Services, LLC
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2017 - September 2022 · 4 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2017 - September 2022 · 4 yrs 11 mos
Morgan StanleyBroker
June 2010 - October 2017 · 7 yrs 4 mos
Morgan Stanley
June 2010 - October 2017 · 7 yrs 4 mos
UBS Financial Services INC.
January 2007 - June 2010 · 3 yrs 5 mos
UBS Financial Services INC.Broker
June 2002 - June 2010 · 8 yrs
Ryan, Beck & CO., LLC.Broker
April 2002 - July 2002 · 3 mos
Gruntal & CO., L.L.C.Broker
November 1999 - May 2002 · 2 yrs 6 mos
Cibc World MarketsBroker
February 1998 - November 1999 · 1 yr 9 mos
Dean Witter Reynolds INC.Broker
June 1996 - February 1998 · 1 yr 8 mos
Smith Barney INC.Broker
April 1996 - May 1996 · 1 mo
State Registrations14 states
CACTDCFLGALAMANCNJNYOHPASCTX
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.