AH
CFP
AH
CFP

Andrew C Hipple

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
8,021 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.8B

Fee Structure

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Location

155 E. 3rd Street, Moorestown, NJ, 08057

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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 ActivitiesSells Insurance

Andrew is a senior partner at Lane & Associates, providing comprehensive financial planning, which takes nearly full-time. He is also a licensed insurance agent with Impact Retirement Group, dedicating about 10-20% of his time to selling and servicing accounts, and a managing partner at H2 Investment Group, LLC, an entity for personal private and real estate investments, with no active duties or time commitment.

Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
September 2025 - Present · 5 mos
Lane Hipple - Wealth Management Group
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2017 - March 2023 · 5 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2013 - September 2015 · 1 yr 11 mos
Vsr Advisory Services
July 2011 - September 2013 · 2 yrs 2 mos
Vsr Financial Services, INC.Broker
July 2011 - September 2013 · 2 yrs 2 mos
Securian Financial Services, INC.
February 2006 - June 2011 · 5 yrs 4 mos
Securian Financial Services, INC.Broker
February 2006 - June 2011 · 5 yrs 4 mos
State Registrations8 states
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Advisor
Exams
No exam information available for this advisor.