James
Simonaro

Wealth Enhancement Advisory Services, LLC

CRD#7208828
Investment Advisor
in Santa Maria, CA

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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

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

340 E Clark Ave
Santa Maria, CA 93455

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

CA Average: $5,289,111,388
Total Number of Accounts

128,050

CA Average: 8,262
Average Account Size

$440,396

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

James Simonaro Work History

James has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2019 - 2021 (2 years)

Vivid Financial Management

2017 - 2017 (< 1 year)

Tesla

2013 - 2019 (6 years)

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.

Disclosures

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

Devin Hanson
Saint Helena, CA
Christopher Baker
Minneapolis, MN
William Buhr
Itasca, IL
Jason Beaird
Brentwood, TN
Laura Brantley
Houston, TX
Austin Thielen
Minneapolis, MN
Angela Breitsprecher
Minneapolis, MN
Michael Jette
Minneapolis, MN

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 profile-compliance@smartasset.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.

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