Robert B. Hewitt

Robert B. Hewitt

CFP® AIF® CEPA®

Senior Vice President & Financial Advisor

Wealth Enhancement Group

CRD# 5931904

FINRA Registered | Licensed in 29 States

Clean Regulatory Record

No disclosure events reported - Verified by FINRA BrokerCheck

About Me

Robert Brett Hewitt | Robert Hewitt | CFP®, AIF®, CEPA®

My Professional Focus

I specialize in comprehensive financial planning for individuals and families, helping my clients simplify all aspects of their financial life. My objective is to ensure that everyone I work with is prepared for life's planned and unplanned events.

As a business owner consultant, I provide guidance on the design, evaluation, and management of qualified retirement plans. I understand the unique challenges that business owners face and work to create tailored solutions that meet their specific needs.

My Specializations:

  • Comprehensive financial planning for individuals and families
  • Qualified retirement plan design and management
  • Business owner consulting and exit planning
  • Employee benefits and retirement plan services
  • Holistic long-term financial planning

Personal Background

Outside of my professional life, I'm an avid concertgoer and truly enjoy spending quality time with family and friends. Music has always been a passion of mine, and I try to attend live performances whenever I can.

I'm proud to have served as an ambassador for the Juvenile Diabetes Research Foundation (JDRF), supporting their mission to cure, prevent, and treat Type 1 diabetes. Giving back to the community is important to me, and I believe in using my platform to make a positive impact.

I reside in Ellicott City, Maryland, with my wife Emily and our two wonderful children, Mackenzie and Robert. Family is at the center of everything I do, and it's what drives me to help other families achieve their financial goals and secure their futures.

Location

Ellicott City, Maryland

Community Involvement

JDRF Ambassador (Juvenile Diabetes Research Foundation)

Professional Credentials & Qualifications

CFP®

CERTIFIED FINANCIAL PLANNER™

Completed comprehensive coursework through Kaplan University School of Professional and Continuing Education (August 28, 2014). Successfully passed the rigorous CERTIFIED FINANCIAL PLANNER™ designation exam.

Expertise: Comprehensive financial planning, retirement planning, tax strategies, estate planning

AIF®

Accredited Investment Fiduciary®

Specialized training in fiduciary responsibility, demonstrating my commitment to acting in the best interests of my clients and managing their investments with the highest standard of care.

Expertise: Fiduciary investment management, retirement plan oversight, prudent investment practices

CEPA®

Certified Exit Planning Advisor®

Specialized designation focused on helping business owners plan and execute successful exit strategies, ensuring they maximize value and achieve their post-business goals.

Expertise: Business exit planning, succession planning, value acceleration, business transition strategies

Industry Examinations Passed

General Industry/Product Exams

  • Series 7 - General Securities Representative Examination (Passed: June 18, 2012)
  • SIE - Securities Industry Essentials Examination (Passed: October 1, 2018)

State Securities Law Exams

  • Series 63 - Uniform Securities Agent State Law Examination (Passed: September 24, 2012)
  • Series 65 - Uniform Investment Adviser Law Examination (Passed: December 3, 2012)

Additional Licenses

California Insurance License

License #0K66064

Life & Health Insurance Licenses

Licensed to provide insurance services

Awards & Recognition

Five Star Wealth Manager

2019, 2020, 2021, 2022, 2023, 2024

I'm honored to have been recognized as a Five Star Wealth Manager for six consecutive years. This award is based on 10 objective criteria associated with providing quality services to clients, including credentials, experience, and assets under management.

Award Criteria Includes:

  • Professional credentials and designations
  • Years of experience in the industry
  • Assets under management
  • Client retention rates
  • Regulatory and compliance record

*Wealth managers do not pay a fee to be considered or placed on the final list. Award periods: 2019 (4/19/18-11/07/18), 2020 (4/01/19-11/13/19), 2021 (4/27/20-10/30/20), 2022 (5/10/21-11/12/21), 2023 (4/18/22-10/21/22), 2024 (04/10/23-10/31/23).

Circle of Excellence

Merit Financial Advisors

I was invited to join the Merit Financial Advisors Circle of Excellence, celebrating outstanding achievement in client service, professional growth, and commitment to excellence in financial advisory services.

Current Registrations & Employment

I am currently registered with 1 Self-Regulatory Organization and licensed in 29 U.S. states and territories

Wealth Enhancement Advisory Services, LLC

Investment Adviser

Position: Senior Vice President, Financial Advisor

Registered Since: July 24, 2019

CRD#: 116407

Main Office:

505 N Highway 169, Suite 900
Plymouth, MN 55441

Investment Adviser Representative Status:

  • Maryland: Approved 07/24/2019
  • District of Columbia: Approved 08/01/2019
  • Virginia: Approved 07/24/2019
  • Texas: Approved 09/13/2019

Wealth Enhancement Brokerage Services, LLC

FINRA Member

Position: Registered Representative

Registered Since: July 29, 2019

CRD#: 130139

Main Office:

505 N Highway 169, Suite 900
Plymouth, MN 55441

SRO Registration:

FINRA: General Securities Representative (Approved 07/29/2019)

My Branch Office Locations

Plymouth, Minnesota Office

505 N Highway 169
Suite 900
Plymouth, MN 55441

Fulton, Maryland Office

8161 Maple Lawn Blvd
Suite 400
Fulton, MD 20759

State Licenses & Certifications

I am licensed to conduct business in 29 U.S. states and territories

State/Territory Category Status Approval Date
Arizona Agent Approved 06/30/2025
Arkansas Agent Approved 06/30/2025
California Agent Approved 06/30/2025
Colorado Agent Approved 06/30/2025
Delaware Agent Approved 06/30/2025
District of Columbia Agent / IA Representative Approved 06/30/2025 / 08/01/2019
Florida Agent Approved 06/23/2025
Georgia Agent Approved 06/30/2025
Hawaii Agent Approved 06/30/2025
Indiana Agent Approved 06/30/2025
Maryland Agent / IA Representative Approved 06/30/2025 / 07/24/2019
Massachusetts Agent Approved 06/30/2025
Michigan Agent Approved 06/30/2025
Nevada Agent Approved 06/30/2025
New Jersey Agent Approved 06/30/2025
New Mexico Agent Approved 06/30/2025
New York Agent Approved 06/30/2025
North Carolina Agent Approved 06/30/2025
Ohio Agent Approved 06/30/2025
Oregon Agent Approved 06/30/2025
Pennsylvania Agent Approved 06/30/2025
South Carolina Agent Approved 10/09/2025
Tennessee Agent Approved 06/30/2025
Texas Agent / IA Representative Approved 06/30/2025 / 09/13/2019
Utah Agent Approved 06/30/2025
Vermont Agent Approved 06/30/2025
Virginia Agent / IA Representative Approved 06/30/2025 / 07/24/2019
Washington Agent Approved 06/30/2025
West Virginia Agent Approved 06/30/2025

My Professional Journey

Over a decade of experience in financial services

Wealth Enhancement Group

Senior Vice President & Financial Advisor

July 2019 - Present

Fulton, MD

Currently serving clients through both Wealth Enhancement Advisory Services, LLC (Investment Adviser) and Wealth Enhancement Brokerage Services, LLC (FINRA Member). I provide comprehensive financial planning, investment advisory services, and retirement plan consulting to individuals, families, and business owners.

LPL Financial LLC

July 2019 - June 2025

Registered Representative

Fulton, MD

CRD# 6413

Planning Solutions Group, LLC

November 2017 - July 2019

Financial Planner / Investment Adviser Representative

Fulton, MD

CRD# 154118

Triad Advisors LLC

December 2017 - July 2019

Registered Representative

Fulton, MD / Norcross, GA

CRD# 25803

Sherman Wealth Management, LLC

June 2017 - August 2017

Financial Planner

Gaithersburg, MD

CRD# 281093

Lincoln Financial Advisors Corporation

April 2015 - June 2017

Investment Adviser Representative / Broker

Hunt Valley, MD

CRD# 3978

Lincoln Financial Securities Corporation

June 2012 - March 2015

Investment Adviser Representative / Broker

Columbia, MD

CRD# 3870 • Where I began my career in financial services

Education

Bachelor of Arts (BA)

Washington College

Foundation for my career in financial services and client relationships

Let's Connect

Ready to start planning for your financial future? I'm here to help.

Contact Information

Office Locations

Fulton, Maryland Office

8161 Maple Lawn Blvd
Suite 400
Fulton, MD 20759

Plymouth, Minnesota Office

505 N Highway 169
Suite 900
Plymouth, MN 55441

Send Me a Message