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Keith Kordich

Wells Fargo Advisors
28 Years of Experience
Boca Raton, FL
6 DisclosuresBroker
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Keith Kordich is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 28 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.

Wells Fargo Advisors
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
View Full SEC Brochure

Location

1675 N Military Trail Ste 500, Boca Raton, FL, 33486

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2019
Settled
Customer Dispute
April 2013
Settled
Customer Dispute
July 2001
Denied
Customer Dispute
January 2001
Settled
Customer Dispute
October 2000
Denied
Customer Dispute
October 2000
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
February 2026 - Present · 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2019 - February 2026 · 7 yrs 1 mo
Ameriprise Financial Services, LLCBroker
January 2019 - February 2026 · 7 yrs 1 mo
Morgan Stanley
July 2018 - January 2019 · 6 mos
Morgan StanleyBroker
March 2011 - January 2019 · 7 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2007 - March 2011 · 3 yrs 8 mos
Ryan Beck & CO.Broker
April 2002 - July 2007 · 5 yrs 3 mos
Gruntal & CO., L.L.C.Broker
November 2001 - May 2002 · 6 mos
Ladenburg, Thalmann & CO., INC.Broker
February 1998 - October 2001 · 3 yrs 8 mos
State Registrations13 states
CACTFLGALANCNJNYORPAPRSCTX
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.
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