Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee based on a percentage of assets under management or advisement. These percentages range from 0.25% to 1.5%. Some clients are billed a fixed dollar amount, which is negotiable. New retail clients are generally subject to an annual minimum advisory fee ranging from $5,000 to $20,000, and 401(k) Plan clients are subject to an annual minimum advisory fee that generally ranges from $5,000 to $50,000. Financial planning fees, when charged separately, range from $500 to $50,000 on a fixed fee basis, or from $75 to $450 on an hourly rate basis. These fees are negotiable.
Areas of Practice
Advisor Information
Office location
600 University Park Place, Suite 501, Birmingham, AL, 35209
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Andrew Aris GearhartRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrew is a partner/maintenance/contractor for RAMP Properties, LLC, a real estate company, dedicating a few hours per week. He also serves on the Board of Directors for B Charitable, a 501c3 donor advised platform, spending minimal time per month.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Kinsight, LLC
MML Investors Services, LLC
State Registrations1 state
Exams
Additional Information
After graduating from The University of Alabama in 2009, I moved to Birmingham and became an insurance advisor with MassMutual Financial Group for 6 years. My wife, Morgan, and I have been married for 2 years, and have 1 daughter, Lucy. Scout, the family hound dog, is a great but jealous big sister! I knew there was a better and more comprehensive way to help clients then strait insurance sales, which led me to obtaining my CFP® in the fall of 2014. I have been with Kinsight, a fee only, fiduiary planning firm since that point and have loved the wholistic, client first mentality that everyone here abides by. In my spare time, I enjoy a good house project, wood working, heading up the Exceptional Foundation Jr. Board, and hunting.