Andrew
Fentress

Wealth Enhancement Advisory Services, LLC

CRD#5825420
Investment Advisor
in Columbia, MD

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About this Advisor

Andrew Fentress is a financial advisor based in Columbia, Maryland, working with Wealth Enhancement Advisory Services, LLC. Andrew has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, The Lynch Retirement Investment Group, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, and Wealth Enhancement Brokerage Services. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Andrew is part of Wealth Enhancement Advisory Services, LLC, which operates out of Columbia, Maryland. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

10440 Little Patuxent Pkwy Suite 570
Columbia, MD 21044

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

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

154,394

MD Average: 8,262
Average Account Size

$466,499

MD 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

Andrew Fentress Work History

2024 - Present (0 year)

Lpl Financial LLC

2024 - Present (0 year)

Wealth Enhancement Group

2024 - Present (0 year)

Wealth Enhancement Advisory Services

2024 - Present (0 year)

Wealth Enhancement Brokerage Services

2012 - Present (12 years)

Raymond James Financial Services, Inc

2012 - Present (12 years)

Raymond James Financial Services Advisors Inc

2010 - Present (14 years)

The Lynch Retirement Investment Group

Disclosures

Please visit the SEC profile of Andrew Fentress 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

Kendra Baranko
Minneapolis, MN
Colby Feane
Minneapolis, MN
Eric Grafnitz
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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