Jason Tafoya is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Bellevue, WA, with 14 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
11400 SE 8th St, Suite 235, Bellevue, WA, 98004
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Regulatory History
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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Jason is a notary public since 2016. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
The H Group Washington, INC.
Previous Registrations
Harvest Capital Advisors INC.
Cs Planning CORP
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 states
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.