TB
TB

Thiesman Brown

22 Years of Experience
Chamblee, GA
1 DisclosureBroker

Thiesman Brown is a registered investment advisor at Wells Fargo Advisors, based in Chamblee, GA, 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.

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

5425 Peachtree Blvd, Chamblee, GA, 30341

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History

Regulatory History (1)
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Criminal
January 1996
Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
March 2025 - Present · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2025 - Present · 1 yr 4 mos
Previous Registrations
VALIC Financial Advisors, INC.
March 2016 - April 2025 · 9 yrs 1 mo
VALIC Financial Advisors, INC.Broker
March 2016 - April 2025 · 9 yrs 1 mo
Strategic Advisers, INC.
April 2006 - September 2014 · 8 yrs 5 mos
Fidelity Brokerage Services LLCBroker
December 2005 - September 2014 · 8 yrs 9 mos
E*trade Securities LLCBroker
February 2004 - November 2005 · 1 yr 9 mos
Amvescap Services, INC.Broker
July 2002 - February 2004 · 1 yr 7 mos
Suntrust Securities, INC.Broker
May 2000 - January 2001 · 8 mos
State Registrations3 states
GAOKWI
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.
Thiesman Brown - Financial Advisor | TrueAdvisor