The Webster Group of Wells Fargo Advisors

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About The Webster Group of Wells Fargo Advisors

The Webster Group of Wells Fargo Advisors is a family-led multigenerational financial advisory practice focused on helping clients make confident, informed decision about their wealth. We help individuals and families align their financial resources with the life they want to live, the legacy they want to build, and the people they care about most.

Our Values Relationships First - We believe trust is earned through honesty, responsiveness, and consistent guidance. Long Term Perspective - We focus on durable financial strategies rather than short term market noise or speculation. Stewardship - We recognize that wealth represents years of hard work, sacrifice and responsibility. Clarity and Simplicity - Wealth planning should create confidence. Integrity - We seek to do only what is right for clients.

See Disclosures

General Information

Firm Start Year

1926

No. of Employees

CRD#

8174372

Firm CRD#

19616

Name of Broker/Dealer

Wells Fargo Clearing Services, LLC

Name of Custodial Firm

Wells Fargo Clearing Services, LLC

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Executives; Business Owners; Retirees; Pre-retirees; Multi-generational families; Individuals, Individual Investors

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Annuity, Variable Life, Health, Annuity, Accident, Life, Long Term Care, Disability

Firm Information

Advisor's Number of Clients

Total Assets Under Management by Advisor

$163,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Additional Details on Charges

The Webster Group offers advisory relationships through Wells Fargo Advisors. In advisory accounts, clients generally pay an asset-based fee, usually charged quarterly, instead of a commission on each trade. Advisory accounts may be discretionary (a portfolio manager, which may be the Financial Advisor, makes day-to-day buy, sell, and hold decisions based on your goals, time horizon, and risk tolerance) or non-discretionary (your Financial Advisor provides guidance and you make the final decisions). Minimum account sizes for advisory programs begin around $500,000 depending on the program. Fees vary by program and account size; please contact us for a detailed fee schedule.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894315/paladinregistry-The-Webster-Group-of-Wells-Fargo-Advisors-detailed-disclosure.html

Disclaimer

Investment and Insurance Products are: Not Insured by the FDIC or any Federal Government Agency; Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate; Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo Advisors does not provide tax or legal advice.

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