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Patricia Small

Advisor at wealth Enhancement Advisory Services, LLC

Updated today
wealth Enhancement Advisory Services, LLC logo

Firm

wealth Enhancement Advisory Services, LLC

Location

Wilmington, VT

Credentials

PFS™, Series 65

Industry experience

15 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Erisa 3(38) investment manager

Fee options

Fixed

Flat fees for financial planning and consultation services, up to $25,000

Percentage

$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually Over $2,000,000+: 1.00% annually $0 - $250,000: 15 basis points (platform fee) Next $250,000 - $500,000: 15 basis points (platform fee) Next $500,000 - $1,000,000: 14 basis points (platform fee) Next $1,000,000 - $4,000,000: 13 to 12 basis points (platform fee) Over $5,000,000+: 11 basis points (platform fee) $0-$10M - $10M: 10 basis points (Tax and Values Overlay Services) $10M-$25M - $25M: 8 basis points (Tax and Values Overlay Services) Over $25M+: 5 basis points (Tax and Values Overlay Services)

Project-based

Up to $600 per hour for consulting services

Other

Minimum fee: Minimum annual platform fees of $50, $65, or $40 depending on program or service Fee-only: Financial planning fees up to $25,000 depending on complexity; hourly consulting up to $600/hour; flat fees also offered

Work history

WEALTH ENHANCEMENT ADVISORY SERVICES

2025 - Present (1 year)

Wealth enhancement group

2025 - Present (1 year)

Marcum Wealth, LLC

2020 - 2025 (5 years)

Marcum LLP

2018 - 2024 (6 years)

Marcum Wealth Management, LLC

2018 - 2020 (2 years)

Filomeno & Company, P.C.

2010 - 2018 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Arisleyda R

Series 63, Series 65, Series 66

Whittingham, VT

Merrill

Arisleyda Riehl is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is responsible for driving office performance and achieving business growth in the Southern Connecticut Market. Arisleyda joined Merrill Lynch in 1994 after interning with the firm during graduate school, bringing extensive experience navigating various market and economic conditions to assist clients with their financial goals. Her expertise includes working with individuals and couples managing new wealth or liquidity, helping them make informed financial decisions during significant life transitions. Arisleyda holds a bachelor's degree in Finance from the State University of New York at Old Westbury and an M.B.A. in International Business from Hofstra University's Zarb School of Business. She also holds multiple professional certifications, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA), as well as FINRA Series 7, 9, 10, 31, and 66 registrations and various insurance licenses. Born and raised in the Dominican Republic, Arisleyda is fluent in Spanish and resides in Norwalk, Connecticut with her husband. She enjoys golfing, skiing, cooking, and spending time at the beach. Arisleyda is actively involved in her community, participating in organizations such as Building One Community, Ferguson Library, Rotary International, and Women in Leadership at Hofstra University.

Wealth management Retirement income strategy Inheritance planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Women Professionals Approaching retirement Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Gertrude S

Series 63, Series 65

Brattleboro, VT

Prentiss Smith & Company, Inc.

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Penelope K

Series 65

Brattleboro, VT

Prentiss Smith & Company, Inc.

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Prentiss S

Series 63, Series 65

Brattleboro, VT

Prentiss Smith & Company, Inc.

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Frederick B

CFA®

Brattleboro, VT

Prentiss Smith & Company, Inc.

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Prentiss S

Series 65

Philadelphia, PA

Prentiss Smith & Company, Inc.

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