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JE
CFP
JE
CFP

John Ellard

Wealth Enhancement Advisory Services, LLC
34 Years of Experience
Atlanta, GA
View SEC Summary
View SEC Summary

John Ellard is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Atlanta, GA, with 34 years of industry experience. John 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

1100 Abernathy Rd Ne, Suite 500, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a board member of the Atlanta Estate Planning Council and a Legacy Council Member of Children's Legacy Advisors, both non-profit organizations promoting education and collaboration in estate planning. He spends minimal time on these activities.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Joyn Advisors, INC.
October 2015 - April 2020 · 4 yrs 6 mos
Securian Financial Services, INC.Broker
October 2015 - April 2020 · 4 yrs 6 mos
NFP Advisor Services, LLC
June 2005 - September 2015 · 10 yrs 3 mos
NFP Advisor Services, LLCBroker
May 2005 - September 2015 · 10 yrs 4 mos
The Benefit Company, INC.
April 2003 - October 2005 · 2 yrs 6 mos
MML Investors Services, INC.
March 2003 - June 2005 · 2 yrs 3 mos
MML Investors Services, INC.Broker
November 1991 - June 2005 · 13 yrs 7 mos
State Registrations1 state
GA
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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