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CFP
BF
CFP

Brian Felshaw

Wealth Enhancement Advisory Services, LLC
8 Years of Experience
Silverdale, WA
View SEC Summary
View SEC Summary

Brian Felshaw is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Silverdale, WA, with 8 years of industry experience. Brian 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

9615 Levin Rd Nw, Suite 100, Silverdale, WA, 98383

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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 Advisory Services, LLC
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Capstone Wealth Advisors, LLC
March 2021 - February 2025 · 3 yrs 11 mos
Waterfront Financial Management LLC
March 2019 - August 2020 · 1 yr 5 mos
Morgan Stanley
May 2017 - February 2019 · 1 yr 9 mos
Morgan StanleyBroker
April 2017 - February 2019 · 1 yr 10 mos
State Registrations1 state
WA
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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