Andrew Wilson
Andrew Wilson is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 36 years of industry experience. Andrew 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
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History (1)
Customer Dispute
November 2022Other 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
Previous Registrations
First Allied Securities, INC.Broker
Mid Atlantic Capital CorporationBroker
Lighthouse Wealth Management
Sii Investments, INC.
Sii Investments, INC.Broker
Lighthouse Financial Advisors, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Investment Planning, INC.Broker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations2 states
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.