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CFP
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CFP

Lewis Mason

Wealth Enhancement Advisory Services, LLC
22 Years of Experience
Bowling Green, KY
View SEC Summary
View SEC Summary

Lewis Mason is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Bowling Green, KY, with 22 years of industry experience. Lewis 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

1131 Fairview Ave, Suite 203, Bowling Green, KY, 42103

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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

Lewis is involved in several real estate ventures, including rental property, a board member role in an owners' association, and ownership in LLCs involved in home construction and multi-family real estate development. These activities require minimal time commitment.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Landmark Financial Advisors, LLC
May 2004 - January 2024 · 19 yrs 8 mos
State Registrations2 states
KYTX
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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