DW
DW
David Webb is a registered investment advisor at Wells Fargo Advisors, based in Phoenix, AZ, 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.
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
15825 S Desert Foothills Pkwy, Phoenix, AZ, 85048
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
March 2020Judgment / Lien
October 2019Employment History
Current Registrations
Wells Fargo Advisors
August 2023 - Present · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - August 2023 · 10 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2023 · 10 yrs 10 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.
December 2007 - May 2009 · 1 yr 5 mos
Wamu Investments, INC.Broker
December 2007 - May 2009 · 1 yr 5 mos
Chase Investment Services CORP.
April 2007 - December 2007 · 8 mos
Chase Investment Services CORP.Broker
March 2007 - December 2007 · 9 mos
Wm Financial Services, INC.Broker
April 2000 - February 2007 · 6 yrs 10 mos
Wells Fargo Securities INC.Broker
March 1999 - February 2000 · 11 mos
Norwest Investment Services, INC.Broker
January 1998 - February 2000 · 2 yrs 1 mo
Edward D. Jones & CO., L.P.Broker
March 1997 - September 1997 · 6 mos
State Registrations8 states
AZCAFLNCNVORTXUT
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.