AF
CFP
AF
CFP

Andrew Fenton

13 Years of Experience

Andrew Fenton is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in St. Louis, MO, with 13 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 62,466 clients with $180B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1011 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Minimum Annual Fee:$5,000

Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.

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Location

190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105

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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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Employment History
Current Registrations
Focus Partners Wealth, LLC
August 2024 - Present · 1 yr 8 mos
Focus Partners Advisor Solutions, LLC
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Buckingham Strategic Wealth, LLC
February 2023 - July 2024 · 1 yr 5 mos
The Leaders Group, INC.Broker
March 2019 - December 2022 · 3 yrs 9 mos
Edward Jones
April 2013 - August 2018 · 5 yrs 4 mos
Edward JonesBroker
March 2013 - August 2018 · 5 yrs 5 mos
Pruco Securities, LLC.Broker
April 2009 - August 2009 · 4 mos
Pruco Securities, LLC.Broker
July 2008 - December 2008 · 5 mos
State Registrations1 state
MO
Advisor

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.

Exams
No exam information available for this advisor.