Weinberger Asset Management
35yrs
Top 7% by experience in California
6yrs
James Simonaro
Financial advisor at Wealth Enhancement Advisory Services
James Simonaro is a fiduciary financial advisor in Orcutt, California, with 6 years in the industry. James joined Wealth Enhancement Advisory Services in 2022, after a year at Vivid Financial Management. James holds the CFP® designation.
One of 4 advisors with offices in Orcutt, and one of 3 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office340 E Clark Ave, Orcutt, CA 93455
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 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- Dec 2020 – Jan 2022Vivid Financial Management, Inc.Previously
Contact James
Local office(805) 937-4556Ask for James. (763) 417-1700Main office · Plymouth, MN 340 E Clark AveOrcutt, CA 93455Office · Get directions Firm websiteHTTP://WWW.WEALTHENHANCEMENT.COM
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Questions to ask James
Tailored to James’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 James
How do I contact James?
Call James’s local office at (805) 937-4556 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for James Simonaro.
How long has James been a financial advisor?
James has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does James hold?
Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James 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 James 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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