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Veronica Aaron

Advisor at wealth Enhancement Advisory Services, LLC

Updated today

Location

Jasper, TN

Credentials

Series 63, Series 65

Industry experience

31 years

About

Veronica Aaron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for Householder Group Estate & Retirement Specialists and LPL Financial from 2013 to 2024. Outside of her advisory role, she serves as trustee of the Kofoed Family Trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

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

Jasper, TN

Most active in

Tennessee

Work history

Wealth Enhancement Advisory Services

2024 - Present (2 years)

WEALTH ENHANCEMENT GROUP

2024 - Present (2 years)

Wealth Enhancement Brokerage Services

2024 - Present (2 years)

Householder Group Estate & Retirement Specialists

2013 - 2024 (11 years)

LPL Financial

2013 - 2024 (11 years)

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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Paul T

CFA®

Signal Mountain, TN

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Paul Tyner is the principal advisor at Tyner Capital Management Investment Counsel, Inc. He holds the CFA® designation and has 13 years of industry experience. Tyner has been with Tyner Capital Management since 1993. Tyner Capital Management provides discretionary and non-discretionary portfolio management to individual investors and institutional retirement clients, including pension and 401(k) plans. The firm’s investment approach is based on fundamental research of a defined 1,700-stock universe, with selections focused on value and growth attributes for long-term capital growth.

Active portfolio management Wealth management Retired
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General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Harrison Fisher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Merrill, and Centerra-SRS. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner

Vince S

Series 63, Series 65

Chattanooga, TN

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Vince Stafford is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients pursue their personal financial goals by creating personalized wealth management plans that consider individual priorities and long-term aspirations. Vince approaches wealth management with attention to multiple factors including clients' balance sheets, risk tolerance, family dynamics, and evolving fiscal conditions, aiming to deliver clear and transparent guidance. He brings professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Vince holds a Bachelor's Degree from the University of Tennessee at Chattanooga. His work philosophy emphasizes hard work, consistent communication, and ongoing stewardship to support clients in achieving their life and legacy objectives.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Elder care planning Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Craig S

Series 63, Series 65

Chattanooga, TN

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Craig Seyfert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He employs a comprehensive, planning-based approach to wealth management, leveraging insights from Merrill and the banking services of Bank of America to develop personalized financial strategies aligned with clients’ long-term goals. With 25 years at the firm, Craig specializes in corporate benefits, executive services, divorce transition planning, employee benefits planning, executive compensation, institutional investment consulting, and services for endowments, foundations, and non-profits. His expertise extends to retirement planning and consulting for defined benefit and defined contribution plans. Craig holds a Bachelor's Degree from the University of Memphis and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Craig participates actively in his community, volunteering with organizations such as the Chattanooga Food Bank and Susan G. Komen. Outside of his professional responsibilities, his personal interests include hunting, ice hockey, skiing, and traveling.

Wealth management General retirement planning Divorce financial planning Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Angela S

Series 63, Series 66

Chattanooga, TN

Merrill

Angela Spurling is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1989, continuing through its affiliation with Bank of America, N.A. Outside of her advisory role, she is a member of an HVAC company formed for estate purposes. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional investors, offering managed accounts, discretionary portfolio management, and brokerage services supported by integrated Bank of America affiliates and a variety of program strategies.

Tax-loss harvesting Active portfolio management Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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