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CFP
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CFP

Todd Youngdahl

27 Years of Experience
Falls Church, VA

Todd Youngdahl is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Falls Church, VA, with 27 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
924 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.

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Location

103 W Broad St, Suite 500, Falls Church, VA, 22046

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Washington Wealth Advisors, LLC
February 2012 - March 2023 · 11 yrs 1 mo
Ameriprise Financial Services, INC.
January 1999 - February 2012 · 13 yrs 1 mo
State Registrations2 states
TXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.