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Dean Yoon
21 Years of Experience
Los Angeles, CA
2 DisclosuresBroker
Dean Yoon is a registered investment advisor at Wells Fargo Advisors, based in Los Angeles, CA, with 21 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
11836 San Vicente Blvd, Los Angeles, CA, 90049
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2014Denied
Customer Dispute
April 2014Denied
Employment History
Current Registrations
Wells Fargo Advisors
September 2013 - Present · 12 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Wells Fargo Clearing Services, LLC
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2007 - September 2013 · 6 yrs 4 mos
Citigroup Global Markets INC.
May 2007 - September 2013 · 6 yrs 4 mos
Citicorp Investment ServicesBroker
January 2007 - May 2007 · 4 mos
Citicorp Investment Services
January 2007 - May 2007 · 4 mos
TD Ameritrade, INC.
July 2006 - December 2006 · 5 mos
TD Ameritrade, INC.Broker
July 2006 - December 2006 · 5 mos
Morgan Stanley
September 2005 - May 2006 · 8 mos
Morgan Stanley Dw INC.Broker
September 2005 - May 2006 · 8 mos
Princor Financial Services CorporationBroker
July 1999 - October 1999 · 3 mos
The Concord Equity Group, LLCBroker
August 1998 - May 1999 · 9 mos
State Registrations7 states
AZCAIDILMENVNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.