Andrew Dietz
Andrew Dietz is a registered investment advisor at Independent Financial Partners, based in Hunt Valley, MD, with 29 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
201 International Circle, Suite 230, Hunt Valley, MD, 21030
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2001Customer Dispute
May 1999Other Business Activities
Andrew is a limited partner in Innovative Mission Systems, a water monitoring solutions company, and the owner of True Purpose, Inc, a spiritual leadership company. He also owns Monumental Wealth RIA, a DBA, but it is non-active.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Monumental Wealth, LLC
Previous Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Ferris, Baker Watts IncorporatedBroker
Ferris, Baker Watts Incorporated
Mid Atlantic Investor Services, INC.Broker
Ferris, Baker Watts IncorporatedBroker
State Registrations7 states
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.