AD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
451 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B
Fee Structure
Minimum Investment:$5K
GRP offers hourly or fixed fees for special consultations outside of customary asset management services. The fees for LPL advisory programs are negotiable, with maximum account fees ranging from 0.95% to 3.0%. GRP may receive compensation from third-party advisors for introducing clients, which is disclosed separately. The fees paid to GRP by independent third-party advisors are generally not negotiable.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
451 S. Bethlehem Pike, Suite 100, Fort Washington, PA, 19034
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009Closed-No Action
Customer Dispute
December 2004Closed-No Action
Other Business ActivitiesSells Insurance
Andrew operates under the DBA WhartonHill Advisors and HUB Retirement and Wealth Management, providing investment advisory services through Global Retirement Partners, LLC and HUB International. He also spends about 20% of his time on non-variable insurance.
Employment History
Current Registrations
HUB International Investment Services INC.
January 2020 - Present · 6 yrs
HUB International Investment Services INC.Broker
January 2020 - Present · 6 yrs
Global Retirement Partners LLC
April 2019 - Present · 6 yrs 9 mos
LPL Financial LLC Broker
November 2010 - Present · 15 yrs 2 mos
Previous Registrations
Independent Financial Partners
March 2011 - April 2019 · 8 yrs 1 mo
NFP Securities, INC.
February 2009 - December 2009 · 10 mos
Nrp Advisors, INC.
January 2009 - December 2010 · 1 yr 11 mos
Nrp Financial, INC.Broker
January 2009 - November 2010 · 1 yr 10 mos
NFP Securities, INC.Broker
July 2004 - February 2009 · 4 yrs 7 mos
Wharton Equity CorporationBroker
July 1999 - June 2004 · 4 yrs 11 mos
Mutual Service CorporationBroker
December 1995 - July 1999 · 3 yrs 7 mos
New England SecuritiesBroker
March 1991 - December 1995 · 4 yrs 9 mos
New England SecuritiesBroker
November 1990 - February 1991 · 3 mos
State Registrations27 states
ARAZCACOCTDCDEFLGAILINKYMAMDMIMTNCNJNMNVNYOHPASCTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.