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Noel Fields
23 Years of Experience
St. Louis, MO
2 DisclosuresBroker
Noel Fields 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 (2)
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Customer Dispute
May 2012Settled
Customer Dispute
November 2009Settled
Employment History
Current Registrations
Wells Fargo Advisors
December 2022 - Present · 3 yrs 7 mos
Wells Fargo Clearing Services, LLC
December 2022 - Present · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
December 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors
September 2018 - Present · 7 yrs 10 mos
Wells Fargo Advisors Financial Network, LLC
September 2018 - Present · 7 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2018 - Present · 7 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2009 - September 2018 · 8 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2009 - September 2018 · 8 yrs 9 mos
First Citizens Capital Management, INC.
March 2009 - December 2009 · 9 mos
First Citizens Securities CorporationBroker
June 2007 - December 2009 · 2 yrs 6 mos
Jefferson Pilot Securities CORP
July 2004 - June 2007 · 2 yrs 11 mos
Jefferson Pilot Securities CorporationBroker
October 2002 - June 2007 · 4 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.