SB
SB
Steven Bonavita
26 Years of Experience
Bethesda, MD
6 DisclosuresBroker
Steven Bonavita is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 26 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
7600 Wisconsin Ave 5th Fl, [Kw-Rbo], Bethesda, MD, 20814
Get directionsHistory
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.
Financial
May 2020Final
Customer Dispute
September 2019Denied
Judgment / Lien
March 2017Customer Dispute
July 2012Settled
Customer Dispute
December 2010Settled
Customer Dispute
February 2010Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2016 - Present · 10 yrs
Wells Fargo Advisors
May 2016 - Present · 10 yrs
Previous Registrations
PNC Investments
December 2012 - June 2016 · 3 yrs 6 mos
PNC InvestmentsBroker
November 2012 - June 2016 · 3 yrs 7 mos
Navy Federal Asset Management, LLC
October 2009 - October 2012 · 3 yrs
Navy Federal Brokerage Services, LLCBroker
October 2009 - October 2012 · 3 yrs
Sunamerica Capital Services, INC.Broker
April 2008 - September 2009 · 1 yr 5 mos
Suntrust Investment Services, INC.
October 2005 - April 2008 · 2 yrs 6 mos
Suntrust Investment Services, INC.Broker
October 2005 - April 2008 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2003 - October 2005 · 2 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2003 - October 2005 · 2 yrs 9 mos
Morgan Stanley
September 1999 - January 2003 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 1999 - January 2003 · 3 yrs 6 mos
First Union Capital Markets CORP.Broker
March 1999 - July 1999 · 4 mos
Waterhouse Securities, INC.Broker
January 1999 - March 1999 · 2 mos
State Registrations13 states
AZDCDEFLILMDMSNCNJNYPAVAWV
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.