MD
MD
Matthew Dudley
26 Years of Experience
Scottsdale, AZ
2 DisclosuresBroker
Matthew Dudley is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, 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
8601 N Scottsdale Rd Ste 150, [Tl-Rbo], Scottsdale, AZ, 85253
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
February 2024Customer Dispute
February 2009Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 6 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 6 mos
Previous Registrations
Wells Fargo Investments, LLC
December 2008 - January 2011 · 2 yrs 1 mo
Wells Fargo Investments, LLCBroker
December 2008 - January 2011 · 2 yrs 1 mo
Chase Investment Services CORP.
December 2005 - December 2008 · 3 yrs
Chase Investment Services CORP.Broker
December 2005 - December 2008 · 3 yrs
Fsc Securities Corporation
May 2005 - September 2005 · 4 mos
Ncw Advisory Services, a General Partnership
March 2005 - November 2005 · 8 mos
Fsc Securities CorporationBroker
March 2005 - September 2005 · 6 mos
Edward JonesBroker
August 2003 - March 2005 · 1 yr 7 mos
E*trade Securities LLCBroker
July 1999 - August 2003 · 4 yrs 1 mo
State Registrations12 states
AZCACOFLMOMSNCNMORVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.