MK
CFP
MK
CFP

Max Kayajanian

8 Years of Experience
Plymouth, MN
1 Disclosure

Max Kayajanian is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 8 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
924 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.

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Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History (1)
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Customer Dispute
October 2025
Denied
Other Business Activities

The provided text only indicates that Max is doing business as Wealth Enhancement Group. There is no information about other business activities or insurance sales.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Oakwood Capital Management LLC
August 2017 - July 2021 · 3 yrs 11 mos
State Registrations1 state
CA
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.