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CFP
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CFP

Ted Laporte

Wells Fargo Advisors
27 Years of Experience
Raleigh, NC
1 DisclosureBroker
View SEC Summary
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Ted Laporte is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Raleigh, NC, with 27 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

8901 Six Forks Road, Raleigh, NC, 27615

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History

Regulatory History (1)
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Regulatory
September 2013
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Previous Registrations
John Hancock Distributors LLCBroker
August 2021 - August 2022 · 1 yr
The Leaders Group, INC.Broker
January 2014 - August 2021 · 7 yrs 7 mos
The Leaders Group, INC.Broker
January 2010 - August 2013 · 3 yrs 7 mos
Ing Financial Partners, INC.Broker
April 2005 - January 2010 · 4 yrs 9 mos
Metlife Investors Distribution CompanyBroker
December 2004 - March 2005 · 3 mos
Metlife Investors Distribution CompanyBroker
November 2003 - December 2004 · 1 yr 1 mo
Nationwide Investment Services CorporationBroker
October 2000 - November 2003 · 3 yrs 1 mo
Nationwide Advisory Services, INC.Broker
November 1997 - December 2000 · 3 yrs 1 mo
State Registrations2 states
NCVA
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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