RG
CFP
RG
CFP

Randell Godsell

25 Years of Experience
Plymouth, MN

Randell Godsell is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 25 years of industry experience. Randell 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
924 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

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.

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Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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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

The provided text only indicates that the advisor is doing business as Wealth Enhancement Group. There is no information about other business activities.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Sva Wealth Management, LLC
November 2013 - January 2021 · 7 yrs 2 mos
Godsell & Hughes Financial, INC.
July 2010 - November 2013 · 3 yrs 4 mos
Richardson Capital Management, LLC
May 2004 - July 2010 · 6 yrs 2 mos
First Heartland Consultants, INC.
May 2000 - December 2004 · 4 yrs 7 mos
State Registrations2 states
TXWI
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.
Randell Godsell - Financial Advisor | TrueAdvisor