AS
AS

Andrew David Smith

13 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
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Location

5080 Tuttle Crossing Blvd., Suite 250, Dublin, OH, 43016

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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 49% owner of True North Insurance Partners, providing life and long-term care policies, and a 49% owner of True North Wealth Partners, providing investment management and financial planning services. He dedicates full-time hours to True North Wealth Partners.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Financial Engines Advisors L.L.C.
November 2016 - December 2018 · 2 yrs 1 mo
Financial Engines Advisor Center, LLC
November 2012 - November 2016 · 4 yrs
The Mutual Fund Store
November 2012 - November 2012 · 0 mos
Charles Schwab & CO., INC.
July 2012 - November 2012 · 4 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Andrew David Smith - Financial Advisor | TrueAdvisor