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CFP
AW
CFP

Andrew Wilson

Wealth Enhancement Advisory Services, LLC
37 Years of Experience
New Market, MD
1 Disclosure
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Andrew Wilson is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in New Market, MD, with 37 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. 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
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

164 W Main St, Suite F, New Market, MD, 21774

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History

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
November 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew is a partner at Lighthouse Tax Services, LLC, providing accounting and tax preparation services, dedicating about 10-20% of his time. He also serves as Vice President of Toscana HOA, spending minimal time on this role.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
First Allied Securities, INC.Broker
June 2014 - October 2019 · 5 yrs 4 mos
Mid Atlantic Capital CorporationBroker
October 2012 - June 2014 · 1 yr 8 mos
Lighthouse Wealth Management
August 2006 - July 2021 · 14 yrs 11 mos
Sii Investments, INC.
May 2003 - October 2012 · 9 yrs 5 mos
Sii Investments, INC.Broker
April 2003 - October 2012 · 9 yrs 6 mos
Lighthouse Financial Advisors, INC.
March 2000 - August 2004 · 4 yrs 5 mos
Fsc Securities Corporation
January 1994 - May 2003 · 9 yrs 4 mos
Fsc Securities CorporationBroker
November 1992 - May 2003 · 10 yrs 6 mos
Lincoln Investment Planning, INC.Broker
August 1991 - November 1992 · 1 yr 3 mos
H. C. Copeland and Associates Equities, INC.Broker
August 1989 - August 1991 · 2 yrs
State Registrations2 states
MDTX
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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