Guides › Financial Advisor Fees
Updated October 3, 2026. Quick answer: Wealth Enhancement Group has the lower published fee at $500,000: $7,500 a year, versus up to $10,350 a year (the sum of the firm’s published maximum fee components) for MassMutual, computed from each firm’s own SEC-filed fee disclosure. Where a firm publishes only a maximum rate, the figure shown is that maximum, and what you pay may be lower. See the full side-by-side table below for $250,000, $1 million and $2 million.
What each firm charges, side by side
| Account balance | MassMutual (annual fee) | Wealth Enhancement Group (annual fee) |
|---|---|---|
| $250,000 | Up to $5,175 | $3,750 |
| $500,000 | Up to $10,350 | $7,500 |
| $1,000,000 | Up to $20,700 | $12,500 |
| $2,000,000 | Up to $41,400 | $25,000 |
MassMutual discloses published fee components that sum to a maximum of 2.07% (MML Investors Services, LLC, MMLIS Wealth Management Services Portfolio Solutions Programs Wrap Fee Brochure (Form ADV Part 2A Appendix 1), July 10, 2026); Wealth Enhancement Group discloses a tiered schedule starting at 1.50% (Wealth Enhancement Advisory Services, LLC Form ADV Part 2A Disclosure Brochure, March 2026).
What the fee includes, in each firm’s own words
MassMutual (MML Investors Services, LLC, MMLIS Wealth Management Services Portfolio Solutions Programs Wrap Fee Brochure (Form ADV Part 2A Appendix 1), July 10, 2026): “The Client Fee includes an Execution, Clearing and Custody Fee of 0.06%, a negotiable Advisory Fee up to a maximum of 1.54%, and any applicable fees to Strategists. … Strategist Fees range from 0.05% to 0.47%.”
MMLIS’s Client Fee for the Portfolio Solutions Programs is built from three disclosed components rather than one published schedule: a fixed 0.06% Execution/Clearing/Custody Fee, a negotiable Advisory Fee capped at 1.54% of AUM, and a Strategist Fee ranging 0.05%-0.47% depending on which asset-allocation model/strategist is selected (or 0% if none). The dollar figures on this page apply that 2.07% maximum to each balance, as the most a client could be charged. A client’s actual fee would typically be lower depending on the negotiated Advisory Fee and the Strategist Fee of the specific model chosen.
Wealth Enhancement Group (Wealth Enhancement Advisory Services, LLC Form ADV Part 2A Disclosure Brochure, March 2026): “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. The dollar figures in the table apply the schedule’s rates to each balance.
How this compares
The median ria charges roughly 1.0% of assets under management annually (the benchmark). At $500,000, MassMutual runs up to $10,350 a year (the published maximum) and Wealth Enhancement Group runs $7,500 a year: a difference of $2,850 a year between those figures at that balance.
Want the full breakdown for either firm on its own? Read the MassMutual fee page or the Wealth Enhancement Group fee page for the complete tier table and source citations.
Comparing these two against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Find the right next step for your situation
About how much do you have invested? Pick the range that fits; your next step appears immediately below.
Wealth Enhancement Group runs $7,500 a year at $500,000. See what else is available.
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Answer againSources
- MML Investors Services, LLC, MMLIS Wealth Management Services Portfolio Solutions Programs Wrap Fee Brochure (Form ADV Part 2A Appendix 1) (July 10, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051357
- SEC Investment Adviser Public Disclosure, MML Investors Services, LLC (CRD #10409): https://adviserinfo.sec.gov/firm/summary/10409
- 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
- SEC Investment Adviser Public Disclosure, Wealth Enhancement Advisory Services, LLC (CRD #116407): https://adviserinfo.sec.gov/firm/summary/116407
Methodology. This page was built October 3, 2026, re-pairing figures already archived and independently verified for MassMutual and Wealth Enhancement Group from each firm’s own SEC-filed disclosure; sources linked above. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.