Andrew James Cornell

CFP

28 Years of Experience

6 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Wellington Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

318 clients

Average Client Portfolio

$458K average

Assets Under Management

$145.6M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

9000 Keystone Crossing, Suite 400, Indianapolis, IN, 46240

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History

Regulatory History (6)

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Financial

May 2023

Final

Financial

January 2023

Final

Financial

July 2022

Pending

Financial

July 2022

Final

Financial

February 2022

Pending

Financial

February 2022

Pending

View Full SEC Report How to Read Disclosures

Other Business Activities

Andrew is a board member for Noblesville Youth Baseball, managing the youth baseball league since 2015. He also serves on the board of directors for Riverview Health Foundation, acting as Secretary/Treasurer, Chairman of the Investment Committee, and Chairman of the Board since 2020.

Employment History

Current Registrations

Wellington Wealth Strategies, LLC

January 2025 - Present · 1 yr 1 mo

The Wellington Grp LLC

October 2024 - Present · 1 yr 4 mos

Previous Registrations

Wellington Wealth Strategies, LLC

August 2023 - December 2024 · 1 yr 4 mos

UBS Financial Services INC.Broker

February 2014 - August 2023 · 9 yrs 6 mos

Pampel Securities, INC.Broker

August 1998 - January 2001 · 2 yrs 5 mos

Investment Architects, INC.Broker

October 1996 - March 1998 · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.