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Michael Mewborne

Advisor at Wells Fargo Advisors

Updated today

Location

Port Aransas, TX

Credentials

Series 66

Industry experience

11 years

About

Michael Mewborne is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2014. Outside of his advisory role, he is involved in a music band as a vocalist and instrumentalist and co-owns a photography business with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that include niche areas such as business-owner transition and special-needs analysis.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

Port Aransas, TX

Most active in

Texas

Work history

Wells Fargo Advisors

2022 - Present (4 years)

Wells Fargo Clearing

2016 - 2022 (6 years)

WELLS FARGO Advisors, LLC

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gregory H

ChFC®, Series 63, Series 66

Port Aransas, TX

TLG Advisors, INC.

Gregory Hier is a financial advisor with TLG Advisors, Inc. based in Port Aransas, TX. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Nationwide Insurance Company and Nationwide Securities, Inc. Outside of his advisory work, he is also involved in photography, contributing to an on-demand art printing platform. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach grounded in fundamental analysis and Modern Portfolio Theory.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Jason R

Series 63, Series 66

Ingleside On The Bay, TX

LPL Financial

Jason Reeves is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has previously worked at Cetera Advisor Networks, Summit Financial Group, and Summit Brokerage Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brad F

Series 63, Series 65

Portland, TX

Raymond James Financial

Brad Feldman is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Raymond James Financial Services Advisors Inc. and Security Service Federal Credit Union since 2015 and works with Security Service Investment Group in a non-investment support role focused on brokerage account services. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Eric M

Series 66

Portland, TX

Edward Jones

Eric Mc Lester is a financial advisor at Edward Jones in Portland, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Bank of America and spent several years in education with the Aransas County Independent School District and Jan & Elly English Language School. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kathleen C

CFP®, Series 66

Portland, TX

Edward Jones

Kathleen Clark is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Portland, TX. Outside of her advisory role, she manages a residential property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Business ownership considerations Retirement income strategy Planning for children with special needs Retired Founder/Business Owner Executive
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Glenn E

Series 63, Series 65

Portland, TX

LPL Financial

Glenn Escovedo is a financial advisor with LPL Financial in Portland, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2008 and also works with IBC Bank, where he has been since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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