LPL Financial
43yrs
Top advisor by experience in Petaluma
8yrs
Michael Avery
Financial advisor at Wells Fargo Advisors
Based in Petaluma, California, Michael Avery is a fiduciary financial advisor with 8 years of industry experience. Michael has been with Wells Fargo Advisors since 2024; before that, Michael spent five years at Merrill. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 84 advisors with offices in Petaluma, and one of 74 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office125 Western Ave, Petaluma, CA 94952
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2019 – 2024MerrillPreviously
Contact Michael
Local office(707) 762-4588Ask for Michael. (314) 875-3000Main office · St. Louis, MO 125 Western AvePetaluma, CA 94952Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Michael’s local office at (707) 762-4588 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Michael Avery.
How long has Michael been a financial advisor?
Michael has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Dobson Asset Management
37yrs
Top 2% by experience in Petaluma
LPL Financial
37yrs
Top 4% by experience in Petaluma
Osaic Wealth
36yrs
Top 5% by experience in Petaluma
LPL Financial
36yrs
Top 6% by experience in Petaluma
The McBride Group
36yrs
Top 7% by experience in Petaluma