Wealth Enhancement Group (2024)

FAQs

Wealth Enhancement Group? ›

Wealth Enhancement Group is one of the largest independent wealth management firms in the U.S. Wealth Enhancement Group offers comprehensive and customized financial planning, estate planning, retirement income planning, insurance, tax strategies and investment management services to clients nationwide.

Wealth Enhancement Group is one of the largest independent wealth management firms in the U.S. Wealth Enhancement Group offers comprehensive and customized financial planning, estate planning, retirement income planning, insurance, tax strategies and investment management services to clients nationwide.

Wealth Enhancement Advisory Services charges an hourly rate of up to $600 an hour or a flat fee of between $250 to $25,000 for a plan, depending on the complexity.

Our team helps simplify the management of your trusts and estate plan by providing clarity on legal implications, acting as trustees and fiduciaries to provide advice that's always in your best interests, shouldering administrative duties, and coordinating with your financial advisors, planners, lawyers and accountants ...

Wealth Enhancement Group's Chief Executive Officer, Jeff Dekko, has been named a finalist for Chief Executive Officer of the Year by WealthManagement.com. in the category of “Individual RIA Firm Leaders (AUM More Than $20 Billion).”

Beacon Pointe Advisors, Fiat Wealth Management, Financial Asset Management Corporation, Silveroak Wealth Management, and Harbor West Financial Planning Wealth Management are some of the 29 competitors of Wealth Enhancement Group.

Wealth Enhancement is honored to be ranked 15th out of 500 firms for exceptional performance and dedication to client success.

Wealth Enhancement Group has an overall rating of 3.6 out of 5, based on over 61 reviews left anonymously by employees.

About Wealth Enhancement Group

We proudly provide tailored financial plans and investment management services to serve the unique needs of over 61,000 households from our 115 offices - and growing - nationwide.

You're About to Make a Big Financial Move

For those big financial moments where a do-over isn't possible, it can't hurt to consult with a wealth management professional who offers not just the knowledge but the experience, the tools, and the objective viewpoint you need to make a shrewd move.

What are the 4 fiduciary funds? ›

This Statement describes four fiduciary funds that should be reported, if applicable: (1) pension (and other employee benefit) trust funds, (2) investment trust funds, (3) private-purpose trust funds, and (4) custodial funds.

1 – Ask them directly: A genuine fiduciary will straightforwardly affirm their role and commitment to act in your best interests. 2 – Review the advisor's credentials: Certifications such as CFP® (Certified Financial Planner) or AIF® (Accredited Investment Fiduciary) often indicate a fiduciary standard.

Working with a corporate trustee like Charles Schwab Trust Company can give you: Objectivity. As a fiduciary, we will administer your trust in a professional and impartial manner.

CEO, Managing Partner, Co-Founder | Managing Partner, NewEdge Capital Group.

Rock House Financial had approximately $272 million in client assets as of March 31, 2024. With the addition of previously announced acquisitions and the addition of Rock House Financial assets under management, Wealth Enhancement Group has more than $85.7 billion in client, advisory, trust, and brokerage assets.

Mercer attracts and retains clients by offering comprehensive wealth management solutions including fee-based investment management, financial planning, family office services, retirement planning, estate and tax planning, insurance solutions, and trust-related services.

Wealth managers provide comprehensive, cross-disciplinary services for their generally high net worth clients. Financial planning is just a first step in most cases. Wealth managers integrate this with tax planning, investment advice, estate planning and other services to help clients achieve their goals.

Lower, middle and upper wealth tiers refer to a household's wealth status relative to all other households in the U.S. The middle wealth tier consists of households whose wealth lies between one-quarter to four times as much as the median wealth of U.S. households – between $41,700 and $667,500 in 2021.