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JP
CFP
JP
CFP

John Pitlosh

Wealth Enhancement Advisory Services, LLC
21 Years of Experience
Coconut Grove, FL
View SEC Summary
View SEC Summary

John Pitlosh is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Coconut Grove, FL, with 21 years of industry experience. John 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

2665 S Bayshore Dr, Suite 230, Coconut Grove, FL, 33133

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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

Wealth Enhancement Group is a DBA for Wealth Enhancement Advisory Services, requiring minimal time from John.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
October 2021 - Present · 5 yrs
Previous Registrations
Investor Solutions
October 2008 - November 2021 · 13 yrs 1 mo
Lincoln Financial Advisors Corporation
November 2003 - December 2007 · 4 yrs 1 mo
State Registrations2 states
FLTX
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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