TrueAdvisor
TrueAdvisor
ME
CFP
ME
CFP

Morgan Everett

Wealth Enhancement Advisory Services, LLC
5 Years of Experience
Jacksonville, FL
View SEC Summary
View SEC Summary

Morgan Everett is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Jacksonville, FL, with 5 years of industry experience. Morgan 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
—
View Full SEC Brochure

Location

10751 Deerwood Park Blvd, Suite 302, Jacksonville, FL, 32256

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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.

Learn about disclosures →
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
September 2026 - Present · 1 mo
Previous Registrations
Brighton Jones LLC
February 2024 - May 2025 · 1 yr 3 mos
RBC Capital Markets, LLC
August 2022 - June 2023 · 10 mos
RBC Capital Markets, LLCBroker
August 2022 - June 2023 · 10 mos
Mycio Wealth Partners, LLC
November 2021 - January 2022 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2020 - September 2021 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2020 - September 2021 · 11 mos
Charles Schwab & CO., INC.
October 2018 - September 2020 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
September 2018 - September 2020 · 2 yrs
State Registrations1 state
FL
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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