Andrew Zittell
Andrew Zittell is a ChFC-designated registered investment advisor at The Wealth Consulting Group, based in San Rafael, CA, with 37 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
1010 B St Ste 217, San Rafael, CA, 94901
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is affiliated with Yerba Buena Financial Partners as a DBA for his LPL business and acts as a writing and servicing agent for fixed insurance products not written through LPL, dedicating minimal time to the latter. He also provides investment advisory services through The Wealth Consulting Group, spending about half his time on this activity.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Strategic Wealth Advisors Group
Yerba Buena Wealth Advisors, LLC
Yerba Buena Wealth Advisors LLC
LPL Financial LLC
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
MML Investors Services, INC.Broker
Mutual Benefit Financial Service CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations16 states
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
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