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Darryl Nelson

Wealth Enhancement Advisory Services, LLC
24 Years of Experience
Houston, TX
2 Disclosures
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Darryl Nelson is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Houston, TX, with 24 years of industry experience. Darryl 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 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1009 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

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.

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Location

5599 San Felipe, Suite 900, Houston, TX, 77056

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History

Regulatory History (2)
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
March 2009
Award / Judgment
Customer Dispute
December 2008
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
The Financial Advisory Group, LLC
October 2007 - June 2024 · 16 yrs 8 mos
Nelson Asset Management, INC.
June 2006 - October 2007 · 1 yr 4 mos
Greenbook Investment Management, INC.
October 2004 - April 2006 · 1 yr 6 mos
Xelan Financial Planning, INC.
August 2004 - December 2004 · 4 mos
Xelan Financial Planning, INC.
January 2003 - July 2004 · 1 yr 6 mos
Xelan Investment Services, INC.
February 2002 - January 2003 · 11 mos
State Registrations2 states
LATX
Advisor

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.

Exams
No exam information available for this advisor.
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