MH
MH
Michael Herget
25 Years of Experience
Orland Park, IL
1 DisclosureBroker
Michael Herget is a registered investment advisor at Wells Fargo Advisors, based in Orland Park, IL, 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
15255 S 94th Ave 1st Fl, Orland Park, IL, 60462
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2026Denied
Employment History
Current Registrations
Wells Fargo Advisors
April 2010 - Present · 16 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2010 - Present · 16 yrs 1 mo
Wells Fargo Clearing Services, LLC
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
May 2007 - May 2010 · 3 yrs
Citigroup Global Markets INC.
May 2007 - May 2010 · 3 yrs
Citicorp Investment Services
December 2005 - May 2007 · 1 yr 5 mos
Citicorp Investment ServicesBroker
December 2005 - May 2007 · 1 yr 5 mos
Chase Investment Services CORP.Broker
July 2005 - December 2005 · 5 mos
Chase Investment Services CORP.
July 2005 - December 2005 · 5 mos
Banc One Securities Corporation
August 2003 - July 2005 · 1 yr 11 mos
Banc One Securities CorporationBroker
August 2003 - July 2005 · 1 yr 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2001 - August 2003 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - August 2003 · 2 yrs 7 mos
State Registrations11 states
AZCACODEFLGAILMDNCTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.