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CFP
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CFP

Timothy Hawkins

Wealth Enhancement Advisory Services, LLC
32 Years of Experience
Naples, FL
Sells Insurance
View SEC Summary
View SEC Summary

Timothy Hawkins is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Naples, FL, with 32 years of industry experience. Timothy 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

5801 Pelican Bay Blvd, Suite 302, Naples, FL, 34108

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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 ActivitiesSells Insurance

Timothy sells life insurance, long-term care, and disability insurance through Hawkins Insurance, dedicating minimal time to this activity. He also invests in real estate and industrial warehouse space through TRH Investments, LLC, also dedicating minimal time.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Hawkins Wealth Management
October 2012 - July 2022 · 9 yrs 9 mos
LPL Financial LLCBroker
October 2012 - December 2017 · 5 yrs 2 mos
Sii Investments, INC.
May 2004 - October 2012 · 8 yrs 5 mos
Sii Investments, INC.Broker
February 1997 - October 2012 · 15 yrs 8 mos
Locust Street Securities, INC.Broker
June 1994 - February 1997 · 2 yrs 8 mos
State Registrations3 states
FLIATX
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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