Andrew Gardener
Andrew Gardener is a CFP-designated registered investment advisor at Tanglewood Legacy Advisors, LLC, based in Houston, TX, with 42 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management. Their firm serves 169 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees range from 0.50% to 1.00% annually, depending on various factors. The brochure mentions different types of fee arrangements, including flat and tiered fees.
Fee Estimator
Location
One Riverway, Suite 1550, Houston, TX, 77056
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an agent for non-variable insurance products since 2015. He dedicates minimal time to this activity.
Employment History
Current Registrations
Tanglewood Legacy Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.