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CFP

Gregory Vidmar

Wealth Enhancement Advisory Services, LLC
10 Years of Experience
Brookfield, WI
View SEC Summary
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Gregory Vidmar is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Brookfield, WI, with 10 years of industry experience. Gregory 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
—
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Location

300 N Corporate Dr, Suite 270, Brookfield, WI, 53045

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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
September 2026 - Present · 1 mo
Previous Registrations
Annex Wealth Management, LLC
September 2021 - September 2026 · 5 yrs
Woodbury Financial Services, INC.Broker
January 2017 - September 2021 · 4 yrs 8 mos
Woodbury Financial Services, INC.
January 2017 - September 2021 · 4 yrs 8 mos
Msi Financial Services, INC.
August 2016 - December 2016 · 4 mos
Msi Financial Services, INC.Broker
April 2016 - January 2017 · 9 mos
State Registrations2 states
TXWI
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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