RC
RC
Reynaldo Camacho
16 Years of Experience
Newport Beach, CA
1 DisclosureBroker
Reynaldo Camacho is a registered investment advisor at Wells Fargo Advisors, based in Newport Beach, CA, with 16 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
Loading...
Location
520 Newport Center Dr Ste 1700, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2018Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Wells Fargo Advisors
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Centaurus Financial, INC.Broker
February 2022 - June 2022 · 4 mos
Centaurus Financial, INC.
February 2022 - June 2022 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - February 2021 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - February 2021 · 4 yrs 3 mos
Allstate Financial Advisors, LLC
December 2015 - November 2016 · 11 mos
Allstate Financial Services, LLCBroker
December 2015 - November 2016 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - November 2015 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - November 2015 · 3 yrs 9 mos
Chase Investment Services CORP.
February 2011 - January 2012 · 11 mos
Chase Investment Services CORP.Broker
December 2009 - January 2012 · 2 yrs 1 mo
Courtlandt Securities CorporationBroker
May 2008 - December 2009 · 1 yr 7 mos
Wamu Investments, INC.Broker
February 2008 - April 2008 · 2 mos
State Registrations12 states
AZCACOFLHIIDMANJPATXUTWA
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.