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CFP
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CFP

Daniel Gibson

Wealth Enhancement Advisory Services, LLC
27 Years of Experience
Madison, WI
View SEC Summary
View SEC Summary

Daniel Gibson is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Madison, WI, with 27 years of industry experience. Daniel 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

1241 John Q Hammons Dr, Suite 100, Madison, WI, 53717

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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

Daniel operates under the DBA Wealth Enhancement Group. He is also a board member at large for the Middleton Cross Plains Area School District Education Foundation, dedicating minimal time to supporting local school district needs.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Sva Wealth Management, LLC
December 2011 - January 2021 · 9 yrs 1 mo
Sva Wealth Management, INC.
May 1999 - December 2011 · 12 yrs 7 mos
State Registrations1 state
WI
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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