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CFP
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CFP

Robert Aamodt

Wealth Enhancement Advisory Services, LLC
28 Years of Experience
Farmington, UT
3 Disclosures
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Robert Aamodt is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Farmington, UT, with 28 years of industry experience. Robert 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

630 N Main St, Farmington, UT, 84025

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2010
Final
Customer Dispute
February 2009
Settled
Customer Dispute
December 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert owns multiple rental properties through Manchester Holdings LLC, 48 South LLC, Rock House Holdings LLC, and Rock House Management LLC. He also works as an adjunct instructor at the University of Utah and serves as a trustee for a family member's trust, dedicating minimal time to each activity.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Rock House Financial
September 2018 - July 2024 · 5 yrs 10 mos
United Planners' Financial Services of America a Limited Partner
April 2015 - May 2019 · 4 yrs 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
April 2015 - May 2019 · 4 yrs 1 mo
Knox Capital Advisors, LLC
January 2011 - April 2015 · 4 yrs 3 mos
Kcg Securities, LLCBroker
January 2011 - April 2015 · 4 yrs 3 mos
United Planners' Financial Services of America a Limited Partner
March 2005 - December 2010 · 5 yrs 9 mos
United Planners' Financial Services of America a Limited PartnerBroker
March 2005 - December 2010 · 5 yrs 9 mos
American Express Financial Advisors, INC.
April 1998 - March 2005 · 6 yrs 11 mos
American Express Financial Advisors INC.Broker
April 1998 - March 2005 · 6 yrs 11 mos
Ids Life Insurance CompanyBroker
April 1998 - March 2005 · 6 yrs 11 mos
State Registrations2 states
TXUT
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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