Eric Fox
Advisor at Wells Fargo Clearing
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wells Fargo Clearing
Location
Friday Harbor, WA 98250
Credentials
Series 63, Series 65
Industry experience
9 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Investment consulting services to institutional clients
Investment consulting services to institutional clients
Fee options
Flat annual fees or one-time fees available; one-time service fees payable immediately after services are provided
$0 - $1M: 0.1% to 1.0% (10 to 100 bps) with a minimum fee of $500 and maximum fee of $10,000 $1M - $5M: 0.1% to 0.7% (10 to 70 bps) with a minimum fee of $1,000 and maximum fee of $30,000 $5M - $10M: 0.1% to 0.5% (10 to 50 bps) with a minimum fee of $3,500 and maximum fee of $40,000 $10M - $25M: 0.01% to 0.25% (1 to 25 bps) with a minimum fee of $5,000 and maximum fee of $100,000
Commissions are reported in SEC Part 1 and the firm is a broker-dealer; specific commission rates not disclosed in brochure
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size
Work history
Wells Fargo Clearing services, LLC
2016 - Present (10 years)
Wells Fargo Advisors Llc
2016 - 2016 (1 year)
Wells Fargo Bank, Na
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
William W
Series 63, Series 65
Lopez Island, WA
Merrill
William Wheatley is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in building wealth for clients through disciplined portfolio management, emphasizing securities of companies with steady earnings growth. His investment approach involves broad diversification across companies and industry groups. With a focus on retirement income planning for retirees and pre-retirees, wealth-building strategies for goal-oriented families and individuals, and management of company retirement plans such as 401(k), profit sharing, and defined benefit plans, Wheatley employs techniques including goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined portfolio asset allocation and security selection. His client service model prioritizes communication, goal tracking, portfolio management, and personalized financial advice, supported by a team committed to attentive and reliable service. Wheatley holds a Bachelor's Degree from California State Polytechnic University and a Master's Degree from California State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Spanish, Wheatley resides in Corona del Mar with his wife Teri. Outside of his professional commitments, he enjoys playing tennis, singing in the church choir, and spending time with his family.
Jeffrey P
CFA®
Eastsound, WA
Heritage Capital Advisors, LLC
Loren D
Series 63, Series 65
Friday Harbor, WA
Northwest Asset Management
Matthew K
Series 63, Series 65
Friday Harbor, WA
Oppenheimer
Jonathan P
Series 63, Series 66
Friday Harbor, WA
Edward Jones
Laura K
Series 63, Series 65, Series 66
Eastsound, WA
Fidelity
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