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Credentials
Series 66
Experience Industry experience
5 years
Location
Westby, MT
Wells Fargo Advisors
Institution
Stephanie Esposito is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and LPL Financial. Outside of her advisory work, she maintains a social media presence on TikTok and is involved with FirstFamilyInsurance, a health insurance business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations based on proprietary research and planning tools, delivering discrete planning engagements covering various areas including retirement, education, and specialized planning needs.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
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.
Westby, MT
Westby MT
Advisors at this office
1
Montana · Texas
5 years of industry experience
Wells Fargo Advisors
2025 - Present • 1 year
Lake Forest, IL
LPL Financial
2024 - 2025 • 1 year
Downers Grove, IL
Wells Fargo Advisors
2022 - 2024 • 2 years
Lake Forest, IL
Morgan Stanley
2013 - 2022 • 9 years
Lake Forest, IL
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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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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