LP
CFP
LP
CFP
Lily Pryce
24 Years of Experience
Palm City, FL
1 DisclosureBroker
Lily Pryce is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Palm City, FL, with 24 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
2801 SW High Meadows Ave, Palm City, FL, 34990
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2020Denied
Employment History
Current Registrations
Wells Fargo Advisors
September 2017 - Present · 8 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Bb&t Investment Services, INC.
April 2010 - September 2017 · 7 yrs 5 mos
Bb&t Investment Services, INC.Broker
April 2010 - September 2017 · 7 yrs 5 mos
Chase Investment Services CORP.Broker
May 2009 - April 2010 · 11 mos
Chase Investment Services CORP.
May 2009 - April 2010 · 11 mos
Wamu Investments, INC.
November 2006 - May 2009 · 2 yrs 6 mos
Wamu Investments, INC.Broker
July 2004 - May 2009 · 4 yrs 10 mos
H&r Block Financial Advisors, INC.Broker
July 2001 - July 2004 · 3 yrs
State Registrations15 states
ALCOCTDEFLGAKYMAMDNJNVNYOHPASC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.