Andrew Kathol
Andrew Kathol is a registered investment advisor at One Wealth Map, LLC, based in Las Vegas, NV, with 21 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 299 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth Map offers three levels of investment management services:
- Level 1: Portfolio structure with security selection and rebalancing. Includes one annual meeting (up to two hours; additional time billed hourly).
- Level 2: All Level 1 services, plus tax management of accounts.
- Level 3: Total wealth oversight, including all Level 1 and 2 services, plus a full financial plan with eMoney.
Fees range from 1% to 2.5% per year, depending on the level of service. A minimum of $1 million in assets under management is required, but exceptions may be made for certain clients.
Location
1980 Festival Plaza Drive, Suite 300, Las Vegas, NV, 89135
Get directionsHistory
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 independent insurance agent since 2022, selling various insurance products. This takes about a quarter of his time.
Employment History
Current Registrations
One Wealth Map, LLC
Previous Registrations
Advisor Share Wealth Management, LLC
Sequent Planning, LLC
Cambridge Investment Research, INC.Broker
Adaptation Financial Advisors INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Ameritrade, INC.Broker
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.