Andrew C Schorr

Independent Financial Partners

8 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Independent Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

300 advisors

Number of Clients

45,782 clients

Average Client Portfolio

$274K average

Assets Under Management

$12.5B

Fee Structure

Location

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

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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.

Other Business ActivitiesSells Insurance

Andrew is a board member for the Daytona Beach Quarterback Club and the Volusia County Miracle League, and owns rental properties. He is also an agent for RLK Advisory Group, selling life, health, and annuity insurance products, and owns Andrew C Schorr, INC for liability protection.

Employment History

Current Registrations

Independent Financial Partners

February 2025 - Present · 1 yr

Previous Registrations

Advisory Services Network

January 2023 - February 2025 · 2 yrs 1 mo

R.L.K. Advisory Group

August 2017 - March 2023 · 5 yrs 7 mos

State Registrations26 states

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Advisor

Exams

No exam information available for this advisor.