Robert
Hewitt

Wealth Enhancement Advisory Services, LLC

CRD#5931904
Investment Advisor
in Fulton, MD

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About this Advisor

Robert Hewitt is a financial advisor based in Fulton, Maryland, working with Wealth Enhancement Advisory Services, LLC. Robert has previously held positions at Pilot Financial Advisors, Heritage Financial Consultants, Sherman Wealth Management, LLC, Richard L Hope, Lincoln Financial Securities, Planning Solutions Group, Triad Advisors, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, and Wealth Enhancement Brokerage Services. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Maryland, Texas, and Virginia. Currently, Robert is part of Wealth Enhancement Advisory Services, LLC, which operates out of Fulton, 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 63, Series 65, 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

8161 Maple Lawn Blvd Ste 400
Fulton, MD 20759

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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

Robert Hewitt Work History

2019 - Present (5 years)

Lpl Financial LLC

2019 - Present (5 years)

Wealth Enhancement Group

2019 - Present (5 years)

Wealth Enhancement Advisory Services

2019 - Present (5 years)

Wealth Enhancement Brokerage Services

2017 - 2017 (< 1 year)

Sherman Wealth Management, LLC

2017 - 2019 (2 years)

Planning Solutions Group

2017 - 2019 (2 years)

Triad Advisors

2015 - 2017 (2 years)

Heritage Financial Consultants

2012 - 2015 (3 years)

Pilot Financial Advisors

2012 - 2015 (3 years)

Richard L Hope

2012 - 2015 (3 years)

Lincoln Financial Securities

Disclosures

Please visit the SEC profile of Robert Hewitt 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

Peter Demartino
Los Angeles, CA
Jill Schmieding
Denver, CO
Kendra Baranko
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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