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Michael Shear

Wells Fargo Advisors
56 Years of Experience
Naples, FL
2 DisclosuresBroker
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Michael Shear is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 56 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108

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History

Regulatory History (2)
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.
Regulatory
July 2004
Final
Customer Dispute
October 1999
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is the trustee of his spouse's trust and the Shear Wealth Management 401k, dedicating minimal time to each. He also owns 100% of Shear Wealth Management Inc., spending significantly more than full-time hours on it.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2009 - January 2023 · 13 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - January 2023 · 19 yrs 6 mos
Prudential Securities IncorporatedBroker
September 1989 - July 2003 · 13 yrs 10 mos
Thomson Mckinnon Securities INC.Broker
July 1973 - September 1989 · 16 yrs 2 mos
Halle & Stieglitz, Filor Bullard, INC.Broker
February 1970 - June 1974 · 4 yrs 4 mos
State Registrations35 states
ALAZCACOCTDCDEFLGAIAILINKYMAMDMEMIMNMONCNJNMNVNYOHORPAPRRISCTNTXVAWAWY
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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