AC
CFP
AC
CFP

Andrew Cook

14 Years of Experience
Chattanooga, TN

Andrew Cook is a CFP-designated registered investment advisor at Hhm Wealth Advisors, LLC, based in Chattanooga, TN, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,177 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,177 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $1.5M0.90%
$1.5M - $2.0M0.80%
$2.0M - $3.0M0.60%
$3M+0.50%

Clients are subject to a $2,500 per year minimum. Management Fees are negotiable depending on both the nature and complexity of client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1181 King Street, Chattanooga, TN, 37403

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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
Hhm Wealth Advisors, LLC
March 2012 - Present · 14 yrs 1 mo
State Registrations1 state
TN
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.