Guides › Financial Advisor Fees
Updated September 19, 2026. Quick answer: Wealth Enhancement Group is a registered investment adviser. Per its own current fee brochure, a $500,000 account would run $7,500 a year under its published fee schedule; the minimum to open an account is no fixed published minimum for WEAS Investment Management Services (flat-rate fee schedule). Is it a fiduciary? Yes, as a registered investment adviser, on the advisory services this page covers.
How much does Wealth Enhancement Group charge?
Per its own current fee brochure, a $500,000 account would run $7,500 a year under Wealth Enhancement Group’s published fee schedule. There is no fixed published minimum for WEAS Investment Management Services, a flat-rate fee schedule.
Wealth Enhancement Group at a glance
| Fact | What Wealth Enhancement Group’s own pages say |
|---|---|
| Legal entity | Wealth Enhancement Advisory Services, LLC |
| Registration | Our firm has entities registered with the Securities and Exchange Commission as a Registered Investment Adviser or and FINRA as an introducing Broker Dealer. |
| Fee on a $500,000 account | $7,500 a year, per its own current brochure |
| Minimum to open an account | No fixed published minimum for WEAS Investment Management Services (flat-rate fee schedule) |
| Cost to leave (exit fee) | See how to leave Wealth Enhancement Group |
What Wealth Enhancement Group’s own fee schedule charges
“For clients with flat fee schedules, the sample charges are below, actual fees may be higher or lower: Sample Flat-Rate Based Fees Portfolio Size Annual % $999,999 or less 1.50% $1,000,000–$2,000,000 1.25% Over $2,000,000 1.00% … Based upon the sample schedule above, the annual fee examples are listed below: A client with $500,000 would be charged 1.50% annually, billed monthly or quarterly. A client with $1,500,000 would be charged 1.25% annually, billed monthly or quarterly. A client with $2,500,000 would be charged 1.00% annually, billed monthly or quarterly.”
This is WEAS’s own disclosed ‘Sample Flat-Rate Based Fees’ table (explicitly labeled a sample – actual advisory fees are individually negotiated per client by the WEAS financial advisor, capped firm-wide at a stated maximum of 2% per year). It is a whole-balance (breakpoint) schedule, not marginal: the single rate for the bracket the account falls into applies to the entire balance. $250,000 and $500,000 both fall in the ‘$999,999 or less’ bracket -> x1.50% ($3,750 and $7,500 – the $500,000 figure is confirmed verbatim by the document’s own worked example). $1,000,000 falls at the bottom of the ‘$1,000,000-$2,000,000’ bracket -> x1.25% = $12,500. $2,000,000 is treated as the inclusive top of the same bracket (the ‘Over $2,000,000’ bracket read as strictly greater than $2,000,000) -> x1.25% = $25,000.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,750 |
| $500,000 | $7,500 |
| $1,000,000 | $12,500 |
| $2,000,000 | $25,000 |
See the full breakdown, including how the figure is calculated, on Wealth Enhancement Group’s own fee page.
Is Wealth Enhancement Group a fiduciary?
Our firm has entities registered with the Securities and Exchange Commission as a Registered Investment Adviser or and FINRA as an introducing Broker Dealer.
“When we act as your investment adviser, we have a fiduciary obligation to act in your best interest and not put our interest ahead of yours. … When we act as your broker-dealer, we must act in your best interest and not put our interest ahead of yours.”
With individual securities like stocks, bonds and ETFs, you will pay a transaction-based commission that may vary based on the value of the trade.
Full detail, including the exact registration type and source: Wealth Enhancement Group’s fiduciary status, explained.
The minimum to open an account
“WEAS will disclose a minimum annual fee, if applicable, which may be waived by WEAS in its sole discretion.”
No fixed published minimum for WEAS Investment Management Services (flat-rate fee schedule). See the full minimum-investment breakdown, including what that minimum would cost per year, on Wealth Enhancement Group’s minimum investment page.
What it costs to leave
A dedicated how-to-leave page for Wealth Enhancement Group covers the exit costs in full. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
What we would compare it against
Before you decide, run the numbers against another firm using the financial advisor fee comparison, or price the dollar cost of any percentage fee over time with the Financial Advisor Fee Calculator and the Fee Drag Calculator.
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Source: WiserAdvisor’s service descriptionSources
- Wealth Enhancement Advisory Services, LLC Form ADV Part 2A Disclosure Brochure (March 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027605
- Form CRS (Client Relationship Summary) (11/25 (footer date code only, no full-form date field found in the document body; printed on both pages as “11/25”, consistent with November 2025)): https://files.brokercheck.finra.org/crs_116407.pdf
- SEC Investment Adviser Public Disclosure, Wealth Enhancement Advisory Services, LLC (CRD #116407): https://adviserinfo.sec.gov/firm/summary/116407
- Wealth Enhancement Advisory Services, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/116407/PDF/116407.pdf
Methodology. This page was built September 19, 2026, drawing directly on Wealth Enhancement Group’s own current fee brochure and Form CRS, both linked above, plus this site’s own already-published fiduciary, minimum-investment, and (where one exists) how-to-leave pages for the same firm, each independently sourced when it was built. Any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Wealth Enhancement Group’s own Form ADV Part 2A and Form CRS. We have not used Wealth Enhancement Group as a client. Wealth Enhancement Group did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.