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Benny Ellerbe
19 Years of Experience
St. Louis, MO
1 DisclosureBroker
Benny Ellerbe is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 19 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 (1)
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Financial
August 2023Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2026 - Present · 3 mos
Wells Fargo Advisors
February 2026 - Present · 3 mos
Previous Registrations
Edward Jones
October 2024 - July 2025 · 9 mos
Edward JonesBroker
September 2024 - July 2025 · 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - July 2024 · 11 mos
Wells Fargo Advisors
August 2023 - July 2024 · 11 mos
Tcfg Investment Advisors, LLC
March 2021 - October 2022 · 1 yr 7 mos
Tcfg Wealth Management, LLCBroker
March 2021 - September 2022 · 1 yr 6 mos
U.S. Bancorp Investments, INC.
December 2017 - March 2021 · 3 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
December 2017 - March 2021 · 3 yrs 3 mos
PNC Investments
October 2013 - December 2017 · 4 yrs 2 mos
PNC InvestmentsBroker
October 2013 - December 2017 · 4 yrs 2 mos
LPL Financial LLCBroker
July 2011 - October 2013 · 2 yrs 3 mos
LPL Financial LLC
July 2011 - October 2013 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
October 2010 - July 2011 · 9 mos
Wells Fargo Advisors, LLC
October 2010 - July 2011 · 9 mos
H.D. Vest Investment ServicesBroker
October 2010 - July 2011 · 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2010 - July 2011 · 9 mos
First Clearing, LLCBroker
October 2010 - July 2011 · 9 mos
U.S. Bancorp Investments, INC.
September 2009 - October 2010 · 1 yr 1 mo
U.S. Bancorp Investments, INC.Broker
September 2009 - October 2010 · 1 yr 1 mo
TD Ameritrade, INC.
July 2007 - March 2009 · 1 yr 8 mos
Amerivest Investment Management, LLC
July 2007 - March 2009 · 1 yr 8 mos
TD Ameritrade, INC.Broker
June 2007 - March 2009 · 1 yr 9 mos
Scottrade, INC.Broker
October 2004 - August 2006 · 1 yr 10 mos
Pruco Securities, LLC.Broker
July 2003 - August 2004 · 1 yr 1 mo
State Registrations50 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.