CT
CFP
CT
CFP
Carl Trevisan
44 Years of Experience
Alexandria, VA
4 DisclosuresBroker
Carl Trevisan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Alexandria, VA, with 44 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
1900 Duke St Ste 100, Alexandria, VA, 22314
Get directionsHistory
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.
Customer Dispute
March 2008Settled
Employment Separation After Allegations
April 2007Regulatory
February 2006Final
Customer Dispute
September 2002Denied
Employment History
Current Registrations
Wells Fargo Advisors
December 2015 - Present · 10 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Mclaughlin Ryder Advisory Services, LLC
May 2011 - March 2016 · 4 yrs 10 mos
Mclaughlin Ryder Investments, INC.Broker
May 2011 - January 2016 · 4 yrs 8 mos
Coburn & Meredith, INC.Broker
May 2008 - May 2011 · 3 yrs
Coburn & Meredith, INC.
November 2007 - May 2011 · 3 yrs 6 mos
Citigroup Global Markets INC.Broker
July 1993 - April 2007 · 13 yrs 9 mos
Citigroup Global Markets INC.
July 1993 - April 2007 · 13 yrs 9 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
August 1987 - May 1988 · 9 mos
Painewebber IncorporatedBroker
March 1984 - August 1987 · 3 yrs 5 mos
E. F. Hutton & Company INCBroker
September 1980 - March 1984 · 3 yrs 6 mos
State Registrations32 states
AKAZCACOCTDCDEFLGAIAILMAMDMEMIMNMOMSNCNHNJNVNYOHORPASCTNTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.