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William Kibler

Advisor at wealth Enhancement Advisory Services, LLC

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wealth Enhancement Advisory Services, LLC logo

Firm

wealth Enhancement Advisory Services, LLC

Location

Anderson, SC 29624

Credentials

Series 66

Industry experience

10 years

About

William Kibler is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and FinTrust Capital Advisors, among other firms. Outside of his advisory role, he is involved in collecting and selling baseball cards through an online e-commerce business. 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 offers comprehensive financial planning and asset management with an investment process that combines passive and active strategies guided by quantitative and fundamental research.

Client services

Based on wealth Enhancement Advisory Services, LLC

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

Expertise

Based on wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on wealth Enhancement Advisory Services, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on wealth Enhancement Advisory Services, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

Fee options

Fixed

Flat fees from $250 to $50,000 for financial planning and consulting services

Percentage

$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually

Commissions

Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product

Project-based

Hourly fees up to $600 per hour for financial consulting/planning services

Other

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

Location

128 E Benson St, Suite A

Anderson, SC 29624

Most active in

Louisiana · South Carolina

Work history

WEALTH ENHANCEMENT ADVISORY SERVICES

2024 - Present (2 years)

Wealth Enhancement Brokerage Services

2024 - Present (2 years)

WEALTH ENHANCEMENT GROUP

2024 - Present (2 years)

LPL Financial

2024 - 2025 (1 year)

FinTrust Capital Advisors, LLC

2018 - 2024 (6 years)

United Community Insurance, Inc

2018 - 2024 (6 years)

Fintrust Capital Partners, LLC

2018 - 2024 (6 years)

FinTrust Brokerage Services, LLC

2015 - 2024 (9 years)

Disclosures

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

Business activities & affiliations

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