Wealth Enhancement Advisory Services, LLC
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About this Advisor
James Simonaro is a certified financial planner based in Santa Maria, California with a total of 1 year of industry experience. Simonaro is an advisor for Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Dooc Burnstein'S Ice Cream Lab, Tesla, Vivid Financial Management, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Simonaro holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in California. Wealth Enhancement Advisory Services, LLC is a business operating out of Minneapolis, MN. It manages $56 billion in assets under management between its 128,050 customer accounts, placing it among the biggest firms in the nation by assets under management. Of its 128,050 customer accounts, 27% belong to high-net-worth investors who have at least $1 million in assets. Wealth Enhancement Advisory Services, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules depend on the services. Fees charged by Wealth Enhancement Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Wealth Enhancement Advisory Services, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Simonaro Work History
James has been registered as a financial advisor for 1 years.*
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Vivid Financial Management
Dooc Burnstein'S Ice Cream Lab
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of James Simonaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Enhancement Advisory Services, LLC
Saint Helena, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.