HL
HL
Holly Lange
23 Years of Experience
St. Louis, MO
8 DisclosuresBroker
Holly Lange is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 23 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
One N Jefferson Ave, St. Louis, MO, 63103
Get directionsHistory
Regulatory History (8)
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Financial
February 2019Final
Financial
May 2018Final
Financial
March 2018Final
Financial
May 2017Final
Financial
April 2017Final
Financial
April 2017Final
Financial
August 2016Final
Financial
July 2016Final
Employment History
Current Registrations
Wells Fargo Advisors
December 2025 - Present · 7 mos
Wells Fargo Clearing Services, LLC
October 2025 - Present · 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2025 - Present · 9 mos
Wells Fargo Advisors Financial Network, LLC
February 2013 - Present · 13 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2013 - Present · 13 yrs 5 mos
Wells Fargo Advisors
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2009 - February 2013 · 4 yrs 1 mo
Wells Fargo Advisors, LLC
January 2009 - February 2013 · 4 yrs 1 mo
Citigroup Global Markets INC.
May 2005 - January 2009 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2005 - January 2009 · 3 yrs 8 mos
Morgan Keegan & Company, INC.
July 2004 - April 2005 · 9 mos
Morgan Keegan & Company, INC.Broker
July 2004 - April 2005 · 9 mos
Pfic Securities CorporationBroker
August 2003 - August 2004 · 1 yr
Morgan Stanley
October 2002 - July 2003 · 9 mos
Morgan Stanley Dw INC.Broker
September 2002 - July 2003 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.