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CFP

Timothy Hewitt

Wealth Enhancement Advisory Services, LLC
15 Years of Experience
West Conshohocken, PA
View SEC Summary
View SEC Summary

Timothy Hewitt is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in West Conshohocken, PA, with 15 years of industry experience. Timothy 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

300 Barr Harbor Dr, Suite 175, West Conshohocken, PA, 19428

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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

Timothy is a managing member of multiple LLCs set up for rental properties and real estate investments, dedicating minimal time to each. He also volunteers with Volunteer Income Tax Assistance and is an at-large board member of the Philadelphia Tri-State Chapter of FPA.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wiley Group
July 2016 - July 2019 · 3 yrs
Vanguard Advisers INC
October 2010 - July 2016 · 5 yrs 9 mos
State Registrations1 state
PA
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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