AB
CFP
AB
CFP

Andrew Stephen Barninger

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingBusiness Owners
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
15 clients
Average Client Portfolio
Not specified

Fee Structure

Fees for the Personal Wealth Advisory Process range from $1,500 to $6,000. Financial Planning and Consultation Services are billed at an hourly rate ranging from $150 to $400 per hour. Educator Retirement Planning fees range from $2,000 to $4,000.

One-Time Plan:$1,500 - $6,000
Hourly Rate:$150 - $400/hr
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Location

630 Delp Road, Suite #100, Lancaster, PA, 17601

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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 will work under Personal Wealth Advisory LLC and TeachersRetire. He is also an independent representative with various insurance carriers for fixed products and a member of PWA Partners LLC, as well as a board member of Lancaster Building Industry Assoc.

Employment History
Current Registrations
Personal Wealth Advisory, LLC
July 2014 - Present · 11 yrs 7 mos
Geneos Wealth Management, INC.
July 2014 - Present · 11 yrs 7 mos
Geneos Wealth Management, INC.Broker
February 2014 - Present · 12 yrs
Previous Registrations
J. W. Cole Advisors, INC.
February 2012 - December 2013 · 1 yr 10 mos
State Registrations4 states
DCDEPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Stephen Barninger - Financial Advisor | TrueAdvisor