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Amanda Wright

Advisor at wealth Enhancement Advisory Services, LLC

Updated today
wealth Enhancement Advisory Services, LLC logo

Firm

wealth Enhancement Advisory Services, LLC

Location

Plymouth, MN 55441

Credentials

Series 66

Industry experience

4 years

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 Brokerage Services

2024 - Present (2 years)

WEALTH ENHANCEMENT ADVISORY SERVICES

2024 - Present (2 years)

Wealth enhancement group

2024 - Present (2 years)

WEALTH ENHANCEMENT ADVISORY SERVICES

2023 - 2024 (1 year)

Wealth enhancement group

2023 - 2024 (1 year)

Wealth Enhancement Brokerage Services

2023 - 2024 (1 year)

Fidelity Investments

2019 - 2023 (4 years)

Lexington Medical Center

2018 - 2019 (1 year)

Y-12 Federal Credit Union

2016 - 2018 (2 years)

Y-12 Federal Credit Union

2015 - 2016 (1 year)

Disclosures

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

Skee O

CFP®

Knoxville, TN

Kinetic Wealth

With high regard to our fiduciary duty, we exist to faithfully serve individuals and organizations who are eager to understand and take control of their finances. Deep, authentic relationships allow us to help our clients clarify and define what is most important and utilize that knowledge when making important decisions. Our comprehensive approach facilitates a proactive partnership rooted in accountability putting clients in position to Ignite Financial Momentum and create meaningful outcomes. Life is full of Momentum Moments, those times when decisions are most impactful. We proactively prepare our clients for those moments through: Life Planning, Financial Wellness, and Wealth Planning services. Skee began his finance career in early 2012 and has since served many individuals and organizations as their trusted advisor. Having a long family lineage of educators, he naturally has a passion for teaching and helping others. An interest in finance early in life led him to attain his Bachelor of Science in Business Administration degree focused in Financial Planning and Economics from Western Carolina University in 2010. After college, Skee served as Senior Financial Services Officer at a prominent credit union in his home state of North Carolina. He moved to East Tennessee in 2016 and has built strong relationships with individuals, families, and organizations, managing over $100,000,000 for many of them. One Knoxville non-profit organization he advised was recognized as one of four Plan Sponsor of the Year nominees in a well-known national publication in 2024. He holds designations of CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Tax Preparer. Skee enjoys serving his community through several organizations in the Greater Knoxville Area. Mission: To empower family stewards, people pursuing independence, and employee-centric organizations to achieve their full potential financially and personally, positively impacting their own circumstances and the lives of those around them. Vision: To grow organically through a commitment to our culture of providing high quality client experiences and by fostering community relationships. Our desire is to build and maintain a Destination Firm for both clients and employees. Along the way, we will make a positive impact on the communities where we live and serve through volunteering and giving back. Core Values: Influence, Competency, Trustworthiness, Boldness, Authenticity

General tax planning Retirement income strategy Social Security optimization Engineering Professional Baby Boomers (Born 1946-1964)

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