EW
EW
Evan Wuhl is a registered investment advisor at Wells Fargo Advisors, based in Paramus, NJ, with 46 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
461 From Road, Suite 101, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (17)
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Customer Dispute
October 2019Settled
Customer Dispute
September 2012Settled
Employment Separation After Allegations
December 2011Customer Dispute
August 2011Settled
Customer Dispute
October 2010Settled
Customer Dispute
July 2010Withdrawn
Customer Dispute
March 2010Denied
Customer Dispute
February 2010Settled
Customer Dispute
September 2009Withdrawn
Customer Dispute
July 2009Settled
Customer Dispute
October 2004Settled
Customer Dispute
April 2002Settled
Customer Dispute
February 1998Settled
Customer Dispute
October 1997Settled
Customer Dispute
August 1997Closed-No Action
Customer Dispute
July 1993Settled
Customer Dispute
February 1992Settled
Other Business Activities
Evan is the trustee of his sister's trust, an investment-related activity. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
December 2011 - Present · 14 yrs 5 mos
Wells Fargo Clearing Services, LLC
December 2011 - Present · 14 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
December 2011 - December 2011 · 0 mos
UBS Financial Services INC.
July 2008 - December 2011 · 3 yrs 5 mos
UBS Financial Services INC.Broker
July 2008 - December 2011 · 3 yrs 5 mos
Wachovia Securities, LLCBroker
July 2003 - July 2008 · 5 yrs
Prudential Securities IncorporatedBroker
November 1994 - July 2003 · 8 yrs 8 mos
Painewebber IncorporatedBroker
August 1991 - November 1994 · 3 yrs 3 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1989 - September 1991 · 2 yrs 4 mos
Drexel Burnham Lambert IncorporatedBroker
April 1986 - May 1989 · 3 yrs 1 mo
The Dratel Group, INC.Broker
May 1983 - April 1986 · 2 yrs 11 mos
Oppenheimer & CO., INC.Broker
April 1980 - April 1983 · 3 yrs
Bache Halsey Stuart Shields IncorporatedBroker
June 1979 - May 1980 · 11 mos
State Registrations25 states
ARCACTDCDEFLGAHIILLAMAMDMIMNNCNJNVNYOKPARISCTXVAVT
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.