CA
CA
Cliff Anderson
28 Years of Experience
Rhinebeck, NY
1 DisclosureBroker
Cliff Anderson is a registered investment advisor at Wells Fargo Advisors, based in Rhinebeck, NY, 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
6423 Montgomery St Ste 10, 2nd Fl, Rhinebeck, NY, 12572
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2003Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Wells Fargo Advisors
February 2025 - Present · 1 yr 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2016 - February 2025 · 8 yrs 10 mos
J.P. Morgan Securities LLC
April 2016 - February 2025 · 8 yrs 10 mos
Ameriprise Financial Services, INC.
October 2009 - April 2016 · 6 yrs 6 mos
Ameriprise Financial Services, INC.Broker
October 2009 - April 2016 · 6 yrs 6 mos
Ameriprise Advisor Services, INC.
July 2003 - October 2009 · 6 yrs 3 mos
Rsm Mcgladrey, INC.
July 2002 - July 2003 · 1 yr
Ameriprise Advisor Services, INC.Broker
August 1997 - October 2009 · 12 yrs 2 mos
State Registrations53 states
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Exams
No exam information available for this advisor.