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Matthew Pitzer

Wells Fargo Advisors
17 Years of Experience
St. Louis, MO
1 DisclosureBroker
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Matthew Pitzer is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 17 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

One North Jefferson Avenue, Mail Code: H0004-05E, St. Louis, MO, 63103

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History

Regulatory History (1)
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Criminal
January 2020
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
August 2022 - September 2022 · 1 mo
Citigroup Global Markets INC.Broker
July 2022 - September 2022 · 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2016 - November 2020 · 4 yrs
Advice and Planning Services
November 2016 - November 2020 · 4 yrs
Wells Fargo Advisors Financial Network, LLC
January 2015 - October 2016 · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2015 - October 2016 · 1 yr 9 mos
Wells Fargo Advisors, LLC
July 2014 - October 2016 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
May 2014 - October 2016 · 2 yrs 5 mos
Moloney Securities CO., INC.Broker
July 2005 - June 2014 · 8 yrs 11 mos
State Registrations1 state
MO
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.
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Matthew Pitzer - Financial Advisor | TrueAdvisor