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Meredith Walton Henry

Investment Adviser Representative at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WALNUT CREEK, CACRD #4904754Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
27 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 27 states
AlabamaArizonaCaliforniaColoradoDelawareFloridaHawaiiIdahoIllinoisIndianaKansasMassachusettsNevadaNew JerseyNew MexicoNew YorkOregonPennsylvaniaSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaWashingtonWest VirginiaWisconsin

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$999,999 or less1.50%
$1,000,000–$2,000,0001.25%
Over $2,000,0001.00%
Source

WEALTH ENHANCEMENT ADVISORY Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meredith Walton Henry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Meredith Walton Henry - Financial Advisor in WALNUT CREEK, CA | AdvisorFinder