Wealth Enhancement Advisory Services
46yrs
Top advisor by experience at Wealth Enhancement Advisory Services
8yrs
Morgan Everett
Financial advisor at Wealth Enhancement Advisory Services
Morgan Everett is a fiduciary financial advisor in Plymouth, Minnesota, with 8 years in the industry. After a year at Brighton Jones and a year at RBC Capital Markets, Morgan joined Wealth Enhancement Advisory Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Morgan holds the CFP® designation.
One of 755 advisors with offices in Plymouth, and one of 641 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- Feb 2024 – May 2025Brighton Jones LLCPreviously
- Aug 2022 – Jun 2023RBC Capital Markets, LLCPreviously
- Nov 2021 – Jan 2022Mycio Wealth Partners, LLCPreviously
- Oct 2020 – Sep 2021MerrillPreviously
- Oct 2018 – Sep 2020Charles Schwab & CO., Inc.Previously
Contact Morgan
(763) 417-1700Wealth Enhancement Advisory Services main office 505 N Highway 169 Suite 900Plymouth, MN 55441Office · Get directions Firm websiteHTTP://WWW.WEALTHENHANCEMENT.COM
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Questions to ask Morgan
Tailored to Morgan’s registration and firm.
- 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 Morgan
How do I contact Morgan?
Call Wealth Enhancement Advisory Services at (763) 417-1700 and ask for Morgan Everett. Morgan works from the Plymouth, MN office.
How long has Morgan been a financial advisor?
Morgan has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Morgan hold?
Series 66. Tap any license on this page to see what it allows.
Is Morgan a fiduciary?
Morgan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Morgan 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 Morgan 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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