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
Malvern, PA 19355
Credentials
CFP®, Series 63
Industry experience
43 years
Peter Hoover is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and his own firm, Hoover Financial Advisors, PC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of program offerings.
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
30 Liberty Blvd, Suite 200
Malvern, PA 19355
Pennsylvania
Wealth Enhancement Brokerage Services
2021 - Present (5 years)
Wealth Enhancement Advisory Services, LLC
2021 - Present (5 years)
Wealth Enhancement Group
2021 - Present (5 years)
LPL Financial, LLC
2021 - Present (5 years)
Purshe Kaplan Sterling Investments
2013 - 2021 (8 years)
Hoover Financial Advisors, PC
2005 - 2021 (16 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.
CFP®, Series 63
Malvern, PA
Plumtree Financial Planning
CFP®
Malvern, PA
Ketwich Capital LLC
Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.
Series 65
Wayne, PA
Acadia Investment Advisors LLC
Series 63, Series 65
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Jura Investments, LLC
CFP®, Series 63, Series 65
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Copper Beech Advisors, LLC
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New Wave Financial LLC
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