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CFP
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CFP

Sarah Lephew

Wealth Enhancement Advisory Services, LLC
12 Years of Experience
Rock Hill, SC
View SEC Summary
View SEC Summary

Sarah Lephew is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Rock Hill, SC, with 12 years of industry experience. Sarah 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 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1009 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

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

331 E Main St, Suite 403, Rock Hill, SC, 29730

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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

There is no information about Sarah's outside business activities in the provided text. Wealth Enhancement Advisory Services will amend the U4 with OBAs.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Carroll Financial Associates INC
June 2019 - December 2021 · 2 yrs 6 mos
Lephew Financial Services, INC.
October 2013 - June 2019 · 5 yrs 8 mos
State Registrations2 states
SCTX
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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