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Tami Heuring

Advisory Solutions Group
17 Years of Experience
Gilbert, AZ
1 DisclosureBroker
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Tami Heuring is a registered investment advisor at Advisory Solutions Group, based in Gilbert, AZ, with 17 years of industry experience. Tami is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 807 clients with $410M in assets under management.

Advisory Solutions Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
807 clients
Average Client Portfolio
$506K average
Assets Under Management
$408.4M

Fee Structure

Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee charged is 2.50% on all assets under management. Fees are generally negotiable and depend upon the complexity of the service.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Gilbert, AZ

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History

Regulatory History (1)
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Customer Dispute
June 2026
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Tami operates her LPL business under the DBA Wealth Enhancement Group and provides investment advisory services through Wealth Enhancement Advisory Services, dedicating about half of her time to this. She also works remotely as a bookkeeper for Hunter Homes LLC/Manley Development, spending a few hours per week.

Employment History
Current Registrations
Advisory Solutions Group
March 2026 - Present · 7 mos
Wealth Enhancement Advisory Services, LLC
August 2017 - Present · 9 yrs 2 mos
Wealth Enhancement Brokerage Services, LLC
August 2017 - Present · 9 yrs 2 mos
Wealth Enhancement Brokerage Services, LLCBroker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
August 2017 - June 2025 · 7 yrs 10 mos
Counsel Wealth Management, INC.
October 2014 - May 2016 · 1 yr 7 mos
Comprehensive Asset Management and Servicing, INC.Broker
November 2009 - May 2016 · 6 yrs 6 mos
Main Street Securities, LLCBroker
January 2009 - November 2009 · 10 mos
Securities America, INC.Broker
November 2006 - February 2008 · 1 yr 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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