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David Goodless

Wealth Enhancement Advisory Services, LLC
12 Years of Experience
Coconut Creek, FL
Broker
View SEC Summary
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David Goodless is a CFA-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Coconut Creek, FL, with 12 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. 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
—
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Location

Coconut Creek, FL

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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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Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
February 2026 - Present · 8 mos
Wealth Enhancement Brokerage Services, LLCBroker
February 2026 - Present · 8 mos
Wealth Enhancement Advisory Services, LLC
February 2026 - Present · 8 mos
Previous Registrations
RBC Rochdale, LLC
April 2021 - March 2026 · 4 yrs 11 mos
Cnr Securities, LLCBroker
April 2021 - March 2026 · 4 yrs 11 mos
Assetmark, INC.
June 2020 - March 2021 · 9 mos
Assetmark Brokerage, LLCBroker
June 2020 - March 2021 · 9 mos
G.F. Investment Services, LLCBroker
December 2015 - April 2019 · 3 yrs 4 mos
Global Financial Private Capital, INC.
January 2014 - April 2020 · 6 yrs 3 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth

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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