Peter Hoover
Peter Hoover is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Malvern, PA, with 43 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
30 Liberty Blvd, Suite 200, Malvern, PA, 19355
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Regulatory History (1)
Customer Dispute
May 2024Other Business Activities
Peter operates Wealth Enhancement Group as a DBA for his LPL business and Wealth Enhancement Advisory Services LLC, an independent investment advisor firm. He dedicates nearly full-time hours to providing investment advisory services through the latter.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research, INC.Broker
Hoover Financial Advisors, INC.
Ifg Russell Advisors INC
American Financial Management Group, LTD.
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Uni Eq Investment Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.