PS
PS
Peter Stabell
55 Years of Experience
Miramar Beach, FL
1 DisclosureBroker
Peter Stabell is a registered investment advisor at Wells Fargo Advisors, based in Miramar Beach, FL, with 55 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
Loading...
Location
625 Grand Blvd, Ste 200, Miramar Beach, FL, 32550
Get directionsHistory
Regulatory History (1)
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.
Employment Separation After Allegations
March 1982Employment History
Current Registrations
Wells Fargo Advisors
February 2017 - Present · 9 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 22 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Prudential Securities IncorporatedBroker
August 1989 - July 2003 · 13 yrs 11 mos
Thomson Mckinnon Securities INC.Broker
April 1988 - August 1989 · 1 yr 4 mos
Moseley Securities CorporationBroker
January 1987 - March 1988 · 1 yr 2 mos
Shearson Lehman Brothers INC.Broker
June 1982 - February 1987 · 4 yrs 8 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1979 - March 1982 · 3 yrs 2 mos
Shearson Loeb Rhoades INC.Broker
November 1977 - February 1979 · 1 yr 3 mos
Shearson Hayden Stone INC.Broker
November 1976 - November 1977 · 1 yr
Shearson Hayden Stone INC.Broker
November 1974 - November 1976 · 2 yrs
Hayden Stone INC.Broker
April 1974 - November 1974 · 7 mos
Brager & Company IncorporatedBroker
December 1972 - March 1974 · 1 yr 3 mos
Halle & Stieglitz INCBroker
November 1971 - December 1972 · 1 yr 1 mo
Oppenheimer & CO., INC.Broker
May 1970 - September 1971 · 1 yr 4 mos
State Registrations15 states
CACTFLGAILNJNVNYORPASCTXVAWAWI
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.