PC
PC
Paul Curcio
18 Years of Experience
Harrisburg, PA
1 DisclosureBroker
Paul Curcio is a registered investment advisor at Wells Fargo Advisors, based in Harrisburg, PA, with 18 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
1085 E Park Dr, Harrisburg, PA, 17111
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2024Denied
Employment History
Current Registrations
Wells Fargo Advisors
January 2024 - Present · 2 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Santander Securities
December 2018 - January 2024 · 5 yrs 1 mo
Santander Securities LLCBroker
December 2018 - January 2024 · 5 yrs 1 mo
Citizens Securities, INC.
June 2015 - December 2018 · 3 yrs 6 mos
Citizens Securities, INC.Broker
March 2015 - December 2018 · 3 yrs 9 mos
M&t Securities, INC.Broker
November 2008 - February 2015 · 6 yrs 3 mos
Uvest Financial Services Group, INC.Broker
January 2008 - October 2008 · 9 mos
Waddell & Reed, INC.Broker
April 2007 - September 2007 · 5 mos
Nylife Securities INC.Broker
June 2006 - November 2006 · 5 mos
State Registrations4 states
NCNJNYPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.