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Thomas Sylvestro

24 Years of Experience
Oakhurst, NJ
1 DisclosureBroker

Thomas Sylvestro is a registered investment advisor at Wells Fargo Advisors, based in Oakhurst, NJ, 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

1600 Hwy 35 and Deal Rd, [J4-Rbo], Oakhurst, NJ, 07755

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History

Regulatory History (1)
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Customer Dispute
July 2015
Denied
Employment History
Current Registrations
Wells Fargo Advisors
September 2025 - Present · 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
LPL Enterprise, LLC
November 2024 - September 2025 · 10 mos
LPL Enterprise, LLCBroker
November 2024 - September 2025 · 10 mos
Prudential Financial Planning Services
August 2023 - November 2024 · 1 yr 3 mos
Pruco Securities, LLC.Broker
August 2023 - November 2024 · 1 yr 3 mos
Gwn Securities INC.
August 2021 - August 2023 · 2 yrs
Gwn Securities INC.Broker
August 2021 - August 2023 · 2 yrs
Royal Alliance Associates, INC.Broker
September 2017 - August 2021 · 3 yrs 11 mos
Royal Alliance Associates, INC.
September 2017 - August 2021 · 3 yrs 11 mos
National Planning Corporation ("npc of America" in Fl & Ny)
February 2011 - September 2017 · 6 yrs 7 mos
National Planning CorporationBroker
January 2009 - September 2017 · 8 yrs 8 mos
Securities America, INC.Broker
January 2002 - February 2009 · 7 yrs 1 mo
State Registrations3 states
FLNJPA
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.