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Dahianna Madera

12 Years of Experience
Hialeah, FL
4 DisclosuresBroker

Dahianna Madera is a registered investment advisor at Wells Fargo Advisors, based in Hialeah, FL, with 12 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

Hialeah, FL

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History

Regulatory History (4)
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
August 2020
Final
Financial
May 2020
Final
Financial
January 2017
Final
Customer Dispute
September 2013
Denied
Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Wells Fargo Clearing Services, LLC
June 2024 - Present · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
UBS Financial Services INC.
January 2024 - June 2024 · 5 mos
UBS Financial Services INC.Broker
January 2024 - June 2024 · 5 mos
Wells Fargo Clearing Services, LLC
October 2022 - December 2023 · 1 yr 2 mos
Wells Fargo Clearing Services, LLCBroker
October 2022 - December 2023 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
December 2020 - September 2022 · 1 yr 9 mos
J.P. Morgan Securities LLC
December 2020 - September 2022 · 1 yr 9 mos
J.P. Morgan Securities LLC
August 2018 - April 2019 · 8 mos
J.P. Morgan Securities LLCBroker
August 2018 - April 2019 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - July 2018 · 6 mos
J.P. Morgan Securities LLC
October 2012 - November 2016 · 4 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - November 2016 · 4 yrs 1 mo
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
August 2010 - October 2012 · 2 yrs 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMDMEMIMNMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Dahianna Madera - Financial Advisor | TrueAdvisor