Advisor at wealth Enhancement Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
wealth Enhancement Advisory Services, LLC
Location
Warren, NJ 07059
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
21 years
Gary Quinzel is a CFP® and CFA® credentialed advisor with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2019. Prior to that, he was with AEPG Wealth Strategies, Bank of America, and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.
Based on wealth Enhancement Advisory Services, LLC
Based on wealth Enhancement Advisory Services, LLC
Based on wealth Enhancement Advisory Services, LLC
Based on wealth Enhancement Advisory Services, LLC
Flat fees from $250 to $50,000 for financial planning and consulting services
$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually
Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product
Hourly fees up to $600 per hour for financial consulting/planning services
Minimum fee: Minimum annual fees may apply, for example, $40 to $65 minimum annual per account platform fees; minimum annual fee may be waived at WEAS's discretion Fee-only: Financial planning fees up to $25,000; hourly fees up to $600 per hour; flat fees from $250 to $50,000
25 Independence Blvd, Suite 102
Warren, NJ 07059
New Jersey
Wealth Enhancement Advisory Services
2019 - Present (7 years)
Wealth Enhancement Group
2019 - Present (7 years)
AEPG Wealth Strategies
2016 - 2019 (3 years)
Bank Of America, N.a.
2016 - 2016 (1 year)
Merrill
2004 - 2016 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Madison, NJ
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Series 65
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Parkview Capital Management
Series 63, Series 65
Springfield, NJ
Purple Dog Investments LLC
Series 63
Long Valley, NJ
Tango Capital Management, LLC.(Tcm)
Series 65
Bridgewater, NJ
GA Advisors LLC
CFP®, Series 63, Series 65
Morristown, NJ
O'Dowd Asset Management LLC
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