Alan R Wilde

Transamerica Financial Advisors, LLC

32 Years of Experience

View SEC Summary

Firm Information

Transamerica Financial Advisors, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

1031 advisors

Number of Clients

42,440 clients

Average Client Portfolio

$41K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

TFA offers various advisory programs with different fee structures. Fees are negotiable with your advisor. The total program fee depends on the selected model portfolio and advisor fee. Clients may incur additional charges from third parties, such as mutual fund fees. Minimum annual account fees apply to TFA365 Advisory Program accounts that fall below the applicable program account minimum: Strategist Program and Unified Managed Account Program: $35, Separately Managed Account Program: $150.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

10653 S. River Front Pkwy., Suite 100 and 180, So. Jordan, UT, 84095

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2004

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alan sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. He also participates in Business Network International and Megasphere, spending a few hours per week on each for business networking and idea exchange.