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John Seedall

19 Years of Experience
Beverly Hills, CA
1 DisclosureBroker

John Seedall is a registered investment advisor at Wells Fargo Advisors, based in Beverly Hills, CA, 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

433 N Camden Dr, 1st Fl, Beverly Hills, CA, 90210

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History

Regulatory History (1)
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Customer Dispute
March 2007
Closed-No Action
Other Business Activities

John co-owns Alliance Capital Real Estate, LLC with his spouse since June 2023 and spends minimal time on it. He also owns residential rental property in Phoenix, AZ since 2008, dedicating minimal time to it.

Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
September 2017 - June 2023 · 5 yrs 9 mos
U.S. Bancorp Investments, INC.
September 2017 - June 2023 · 5 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - October 2017 · 5 yrs
J.P. Morgan Securities LLC
October 2012 - October 2017 · 5 yrs
Chase Investment Services CORP.
May 2012 - October 2012 · 5 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
USAA Financial Planning Services
October 2007 - October 2011 · 4 yrs
USAA Financial Advisors, INC.Broker
September 2007 - October 2011 · 4 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
May 2006 - July 2007 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2006 - July 2007 · 1 yr 3 mos
State Registrations14 states
AZCACTFLHIMDNJNVNYPAPRTNTXWA
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.
John Seedall - Financial Advisor | TrueAdvisor