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Samantha Stringer

11 Years of Experience
Denver, CO
1 DisclosureBroker

Samantha Stringer is a registered investment advisor at Wells Fargo Advisors, based in Denver, CO, with 11 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

1700 Lincoln St, [Ve-Rbo], Denver, CO, 80203

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History

Regulatory History (1)
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Criminal
January 2014
Final Disposition
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors
September 2024 - Present · 1 yr 8 mos
Previous Registrations
I.M. Financial, LLC
June 2023 - September 2024 · 1 yr 3 mos
Merit Financial Advisors
August 2020 - September 2024 · 4 yrs 1 mo
LPL Financial LLCBroker
August 2020 - August 2024 · 4 yrs
Fidelity Personal and Workplace Advisors
May 2019 - June 2020 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
April 2019 - June 2020 · 1 yr 2 mos
Waddell & Reed
August 2017 - December 2018 · 1 yr 4 mos
Waddell & ReedBroker
August 2017 - December 2018 · 1 yr 4 mos
Waddell & ReedBroker
January 2014 - September 2016 · 2 yrs 8 mos
Waddell & Reed
January 2014 - September 2016 · 2 yrs 8 mos
Waddell & Reed
March 2013 - November 2013 · 8 mos
Waddell & Reed, INC.Broker
February 2013 - November 2013 · 9 mos
State Registrations2 states
COKS
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.