Wealth Enhancement Advisory Services
46yrs
Top advisor by experience at Wealth Enhancement Advisory Services
38yrs
Michael Charvala
Financial advisor at Wealth Enhancement Advisory Services
Michael Charvala has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Plymouth, Minnesota. Michael has been with Wealth Enhancement Advisory Services since 2024; before that, Michael spent three years at M&r Capital Management. Wealth Enhancement Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 755 advisors with offices in Plymouth, and one of 641 fiduciaries.
At a glance
Experience38 years (since 1989)
How that compares ?Top 6% by experience in Plymouth
Office505 N Highway 169 Suite 900, Plymouth, MN 55441
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2021 – 2024M&r Capital Management Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Wealth Enhancement Advisory Services at 763-417-1700 and ask for Michael Charvala. Michael works from the Plymouth, MN office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1989, about 38 years. Top 6% by experience in Plymouth.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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