Fay Wells is a registered investment advisor at Wells, Fay, based in Culver City, CA, with 2 years of industry experience. Fay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Hourly Investment & Advising - $500/hour (billed monthly), subject to a minimum of $500/year per account
- Education Seminars / Workshops - $500/hour (billed monthly), subject to a minimum of $500/year
- One-time setup fee - $250
One-Time Plan:$250
Hourly Rate:$500/hr
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Location
10866 Washington Blvd #606, Culver City, CA, 90232
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wells, Fay
May 2023 - Present · 3 yrs
State Registrations1 state
CA
Advisor
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.