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Melissa Wilkinson
25 Years of Experience
Las Vegas, NV
1 DisclosureBroker
Melissa Wilkinson is a registered investment advisor at Wells Fargo Advisors, based in Las Vegas, NV, with 25 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
8474 Rozita Lee Ave Ste 400, Las Vegas, NV, 89113
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2002Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
August 2019 - Present · 6 yrs 9 mos
Wells Fargo Advisors
August 2019 - Present · 6 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Morgan Stanley
February 2012 - August 2019 · 7 yrs 6 mos
Morgan StanleyBroker
February 2012 - August 2019 · 7 yrs 6 mos
Wells Fargo Advisors, LLC
January 2011 - February 2012 · 1 yr 1 mo
Wells Fargo Advisors, LLCBroker
January 2011 - February 2012 · 1 yr 1 mo
Wells Fargo Investments, LLC
April 2004 - January 2011 · 6 yrs 9 mos
Wells Fargo Investments, LLCBroker
April 2004 - January 2011 · 6 yrs 9 mos
Quick & Reilly, INC.
September 2002 - April 2004 · 1 yr 7 mos
Quick & Reilly, INC.Broker
January 2001 - April 2004 · 3 yrs 3 mos
State Registrations36 states
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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.