AK
PFS
AK
PFS

Andre Khalfayan

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net WorthFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
289 advisors
Number of Clients
15,586 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$29.1B

Fee Structure

Minimum Investment:$300K
Financial Planning:Included in AUM fee
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Location

747 Aquidneck Ave Ste 1, Middletown, RI, 02842

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History

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 Activities

Andre is the Director of Financial Planning & Tax for Corrigan Financial, Inc. during a transition period following its acquisition by Savant Wealth Management. The registration for Corrigan Financial, Inc will be withdrawn at the end of the transition.

Employment History
Current Registrations
Savant Wealth Management
June 2025 - Present · 8 mos
Previous Registrations
Corrigan Financial INC
December 2009 - June 2025 · 15 yrs 6 mos
State Registrations1 state
RI
Advisor
Exams
No exam information available for this advisor.