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
Shelton, WA
Credentials
Series 63, Series 65
Industry experience
8 years
Tara Graham is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement, she worked at firms including Agia, Valic Financial Advisors, JPMorgan Chase Bank, and Principal Life Insurance Company. Outside of her advisory role, she owns The Equine Bit Fitter, a business providing equine services focused on fitting bridles and bits for horses. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
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
Shelton, WA
Washington
Wealth Enhancement Brokerage Services
2025 - Present (1 year)
WEALTH ENHANCEMENT ADVISORY SERVICES
2025 - Present (1 year)
Wealth enhancement group
2025 - Present (1 year)
Agia
2022 - 2025 (3 years)
Valic Financial Advisors
2022 - 2025 (3 years)
UnEMPLOYED
2021 - 2022 (1 year)
Calton & Associates, Inc
2020 - 2021 (1 year)
JPMorgan Chase Bank, N.A.
2019 - 2020 (1 year)
J.P. Morgan Securites, LLC
2019 - 2020 (1 year)
Principal Securities Inc
2017 - 2019 (2 years)
Principal Life insurance Company
2017 - 2019 (2 years)
Harte Hanks/Blue Cross Blue Shield
2017 - 2018 (1 year)
Symmetry Financial / Inside Agent
2017 - 2017 (1 year)
Farmers Insurance / Alaniz
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
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, Series 65
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CFP®, Series 63, Series 65
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Series 63, Series 65
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Mountain Lakes Capital Management LLC
Series 63, Series 65
Olympia, WA
Cooper Point Advisors LLC
Series 63, Series 65
Olympia, WA
Van Hubly Investments LLC
Series 63, Series 65
Olympia, WA
Altair Investment Management
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