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James Marco

Wells Fargo Advisors
22 Years of Experience
St. Louis, MO
1 DisclosureBroker
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James Marco is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 22 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

One North Jefferson Avenue, Mail Code: H0004-05E, St. Louis, MO, 63103

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History

Regulatory History (1)
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Judgment / Lien
November 2011
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
November 2025 - Present · 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2014 - October 2025 · 11 yrs 9 mos
Wells Fargo Advisors
January 2014 - October 2025 · 11 yrs 9 mos
Wells Fargo Advisors, LLC
October 2012 - January 2014 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
October 2012 - January 2014 · 1 yr 3 mos
UBS Financial Services INC.
October 2005 - November 2010 · 5 yrs 1 mo
UBS Financial Services INC.Broker
January 2004 - November 2010 · 6 yrs 10 mos
Oppenheimer & CO. INC.Broker
January 2003 - January 2004 · 1 yr
Cibc World Markets CORP.Broker
August 2002 - January 2003 · 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2001 - July 2002 · 11 mos
State Registrations5 states
ARMOOKUTWA
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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