Andrew Scheffer is a registered investment advisor at Core Planning, based in Scarsdale, NY, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 359 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
Scarsdale, NY
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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 Activities
Andrew is the founder of 2 Minute M.O.N.K Method, where he provides leadership coaching to senior executives. This takes a few hours per week, with minimal time during securities trading hours.
Employment History
Current Registrations
Core Planning
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
UBS Financial Services INC.Broker
Banc of America Securities LLCBroker
Morgan Stanley & CO., IncorporatedBroker
State Registrations4 states
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