AD

Andrew Maxwell Denler

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
33 advisors
Number of Clients
156 clients
Average Client Portfolio
$28.8M average
Assets Under Management
$4.5B

Fee Structure

Financial Planning:Investment management only
Financial Plan Fee:$1,000 - $150,000

Alliant Retirement Services provides retirement plan consulting services to employers. Fees are based on a percentage of assets under advisement (0.05% to 0.50%), fixed quarterly fees ($5,000 to $150,000 annually), or the number of plan participants ($35-$50 per participant). Fees are negotiable and depend on the size and complexity of the client relationship.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

101 Park Avenue, 12th floor, New York City, NY, 10178

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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 works full-time providing administrative support for John Cunningham at Alliant Insurance Services. He also works full-time as an account executive and advisory representative for Alliant Retirement Consulting/Services, focusing on retirement plans and asset management, and spends minimal time as secretary on the board for The Babylon Chorale, Inc.

Employment History
Current Registrations
Alliant Retirement Consulting
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2013 - January 2024 · 10 yrs 4 mos
Walnut Street Securities, INC.Broker
June 2013 - September 2013 · 3 mos
Transamerica Investors Securities CorporationBroker
February 2012 - April 2013 · 1 yr 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.