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CFP
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CFP

Steven Hoglund

Wealth Enhancement Advisory Services, LLC
28 Years of Experience
Wenatchee, WA
Sells Insurance
View SEC Summary
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Steven Hoglund is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Wenatchee, WA, with 28 years of industry experience. Steven 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

5 S Wenatchee Ave, Suite 220, Wenatchee, WA, 98801

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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

Steven owns four rental properties in Spokane, WA, requiring minimal time. He also works in insurance through Hoglund Consulting, LLC, dedicating a few hours per week.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Capstone Wealth Advisors, LLC
October 2018 - February 2025 · 6 yrs 4 mos
Path Wealth Management
August 2015 - December 2016 · 1 yr 4 mos
LPL Financial LLC
January 2009 - October 2018 · 9 yrs 9 mos
LPL Financial LLCBroker
January 2009 - October 2018 · 9 yrs 9 mos
Kibble & Prentice Holding Company
May 2008 - March 2009 · 10 mos
M Holdings Securities, INC.Broker
April 2008 - February 2009 · 10 mos
LPL Financial CorporationBroker
July 2005 - April 2008 · 2 yrs 9 mos
LPL Financial Corporation
July 2005 - April 2008 · 2 yrs 9 mos
Metlife Securities INC.
November 2001 - July 2005 · 3 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
March 2001 - July 2005 · 4 yrs 4 mos
Metlife Securities INC.Broker
March 2001 - July 2005 · 4 yrs 4 mos
Mony Securities CorporationBroker
November 2000 - July 2001 · 8 mos
Berkshire Equity Sales, INC.Broker
March 1998 - November 2000 · 2 yrs 8 mos
State Registrations1 state
WA
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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