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Robert Stack

Wells Fargo Advisors
23 Years of Experience
Santa Fe, NM
1 DisclosureBroker
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Robert Stack is a registered investment advisor at Wells Fargo Advisors, based in Santa Fe, NM, 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.

Wells Fargo Advisors
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
View Full SEC Brochure

Location

315 Paseo De Peralta, Santa Fe, NM, 87501

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History

Regulatory History (1)
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Criminal
September 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 3 yrs 1 mo
Wells Fargo Clearing Services, LLC
May 2023 - Present · 3 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
May 2016 - April 2023 · 6 yrs 11 mos
Thornburg Investment Management INC
October 2008 - March 2016 · 7 yrs 5 mos
Thornburg Securities CorporationBroker
October 2008 - March 2016 · 7 yrs 5 mos
Ast Investment Services, INC.
April 2008 - October 2008 · 6 mos
Prudential Annuities Distributors, INCBroker
April 2008 - October 2008 · 6 mos
Thornburg Investment Management INC
August 2007 - May 2008 · 9 mos
Thornburg Investment Management INC
August 2007 - August 2007 · 0 mos
Thornburg Securities CorporationBroker
August 2007 - April 2008 · 8 mos
Ast Investment Services, INC.
June 2006 - July 2007 · 1 yr 1 mo
American Skandia Marketing, INC.Broker
July 2002 - July 2007 · 5 yrs
State Registrations35 states
ALARAZCACOCTFLGAIAIDILMDMEMNMONCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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