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Robert Brett Hewitt

Advisor at Wealth Enhancement Advisory Services, LLC — Fulton, MD

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

13 years

Location

Fulton, MD 20759

Wealth Enhancement Advisory Services, LLC logo

Wealth Enhancement Advisory Services, LLC

Enterprise

Total advisors

1,001

Across 317 offices

Clients per advisor

81 High

Avg AUM per client

$1,378,035 Very High

HNW client ratio

34% High

About

Robert Hewitt is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Triad Advisors, Planning Solutions Group, Sherman Wealth Management, and Heritage Financial Consultants. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

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)

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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

See office

Fulton, MD

8161 Maple Lawn Blvd, Suite 400

Fulton MD 20759

Advisors at this office

14

Most active in

District of Columbia · Maryland · Texas · Virginia

Work history

13 years of industry experience

Wealth Enhancement Group

2019 - Present • 7 years

Fulton, MD

Wealth Enhancement Advisory Services

2019 - Present • 7 years

Fulton, MD

Wealth Enhancement Brokerage Services

2019 - Present • 7 years

Fulton, MD

LPL Financial

2019 - 2025 • 6 years

Fulton, MD

Triad Advisors

2017 - 2019 • 2 years

Norcross, GA

Planning Solutions Group

2017 - 2019 • 2 years

Fulton, MD

Unemployed

2017 - 2017 • 1 year

Ellicott City, MD

Sherman Wealth Management, LLC

2017 - 2017 • 1 year

Gaithersburg, MD

Heritage Financial Consultants

2015 - 2017 • 2 years

Hunt Valley, MD

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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John B

CFP®

Clarksville, MD

Free State Financial Planning, LLC

John Bell is a CFP®-certified financial advisor with 21 years of industry experience. He is currently the sole advisor at Free State Financial Planning, LLC, having previously worked at Charles Schwab and Ameritrade, Inc. Beyond his advisory work, he serves as a FINRA arbitrator and acts as the financial secretary and council member of St. Paul's Lutheran Church, where he manages donation tracking and budgeting. Free State Financial Planning LLC provides fee-only financial planning services to individuals, high-net-worth clients, and businesses. The firm’s guidance is based on Modern Portfolio Theory, emphasizing passive investments through low-cost ETFs and no-load mutual funds, and focuses on delivering educational resources without discretionary investment management.

General retirement planning General tax planning Passive / index investing Charitable giving tax strategies Roth conversion strategy Government Employee Technology Professional Public Service Employee Approaching retirement Gen X (Born 1965-1980) Retired Baby Boomers (Born 1946-1964) Christian Faith Based

Michael H

CFP®, Series 63, Series 66

Ellicott City, MD

Forty W Advisors

Michael Hoffman is a CFP® with 18 years of industry experience, currently serving as Co-Managing Director of Forty W Advisors. He previously worked at Verdence Capital Advisors and held roles at Hightower Securities and Hightower Advisors. Forty W Advisors delivers comprehensive wealth management across three critical areas: financial administration, proactive tax-aware planning, and investment management with institutional access. Together, these services help align your personal wealth, family priorities, and business strategy into one coordinated plan, with the goal of reducing complexity and maximizing post-tax wealth.

Wealth management Equity compensation tax strategy Business sale tax planning Trust structures (GRAT, IDGT, revocable) Charitable giving tax strategies Self-Employed Executive Retired Mid-Career Professionals Established Professionals Retired
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Ben A

Series 66

North Bethesda, MD

Independent Financial Group, LLC

Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has two years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life and health insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Simeon E

Series 66, Series 7, TPCP®

North Bethesda, MD

LPL Enterprise

Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

Retirement income strategy Tax-loss harvesting General retirement planning General tax planning Wealth management Self-Employed Founder/Business Owner Approaching retirement Retired
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Jessica H

CFP®

Silver Spring, MD

Tender Wealth

Jessica Horner is a CFP® professional at Tender Wealth with experience that includes roles at Chevy Chase Trust and JMH Financial LLC. She also runs an after-school program combining ultimate-frisbee instruction with basic financial literacy lessons. Tender Wealth provides financial planning and consulting services to individuals and high-net-worth clients, offering educational seminars and workshops on financial literacy, budgeting, and retirement planning. The firm focuses on comprehensive planning and supports clients in implementing recommendations through custodians or brokers of their choice.

General tax planning
user avatar

Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Alexander Levy is a CFA® charterholder and holds a Series 63 license, currently serving as the sole advisor at Noordzee Capital LLC with one year of industry experience. He has held management roles at Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and at Noordzee Consulting LLC, which provides research and consulting services. Noordzee Capital offers advisory services mainly to institutional clients, employer retirement plans, family offices, and high- and ultra-high-net-worth individuals, including a significant non-U.S. client base. The firm’s investment approach centers on fundamental analysis supported by economic and technical tools, providing portfolio management, financial planning, retirement plan consulting, and sector-specific research.

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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