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Trey Wittman

Advisor at wealth Enhancement Advisory Services, LLC

Updated today
wealth Enhancement Advisory Services, LLC logo

Firm

wealth Enhancement Advisory Services, LLC

Location

Hutchinson, MN 55350

Credentials

Series 66

Industry experience

< 1 year

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 Brokerage Services

2025 - Present (1 year)

Wealth Enhancement Group

2025 - Present (1 year)

Northwestern Mutual

2024 - 2024 (1 year)

Southwest Minnesota State University

2023 - 2025 (2 years)

Crow River Golf Club

2023 - 2023 (1 year)

Unemployed

2022 - 2023 (1 year)

Tri County Water Conditioning

2022 - 2022 (1 year)

Jimmy's Pizza

2021 - 2022 (1 year)

UNEMPLOYED

2020 - 2021 (1 year)

Squeaky's Grill and Bar

2019 - 2020 (1 year)

Burger King

2019 - 2019 (1 year)

Crow River Country Club

2018 - 2019 (1 year)

UNEMPLOYED

2015 - 2019 (4 years)

Disclosures

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

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