AM
ChFC

Andrew Wallace Mccrosson

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

Financial Plan Fee:$500 - $25,000
Hourly Rate:$100 - $500/hr

Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

7 Arley Way, Suite 202B, Bluffton, SC, 29910

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Andrew is an insurance agent since 2008, selling various insurance products including life, long-term care, disability, annuities, health, property, and casualty insurance, dedicating nearly full-time hours to this. He is also the president of AMGIN, Inc. d.b.a. "Redeeming Financial Arts" and participates in the Mutual of Omaha Mortgage Leads Program.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
August 2011 - Present · 14 yrs 5 mos
Mutual of Omaha Investor Services, INC. Broker
September 2010 - Present · 15 yrs 4 mos
State Registrations2 states
GASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.