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Andrew Cashiola

Independent Financial Group, LLC
34 Years of Experience
Houston, TX
1 DisclosureBroker
View SEC Summary
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Andrew Cashiola is a registered investment advisor at Independent Financial Group, LLC, based in Houston, TX, with 34 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5701 Woodway Drive #330, Houston, TX, 77057

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2014
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Independent Financial Group, LLCBroker
January 2026 - Present · 9 mos
Independent Financial Group, LLC
January 2026 - Present · 9 mos
Previous Registrations
Morgan Stanley
November 2019 - January 2026 · 6 yrs 2 mos
Morgan StanleyBroker
November 2019 - January 2026 · 6 yrs 2 mos
Raymond James Financial Services Advisors, INC
April 2018 - January 2019 · 9 mos
Raymond James Financial Services, INC.Broker
March 2018 - January 2019 · 10 mos
Ameriprise Financial Services, INC.
January 2013 - March 2018 · 5 yrs 2 mos
Ameriprise Financial Services, INC.Broker
January 2013 - March 2018 · 5 yrs 2 mos
Southwest Securities, INC.
August 2011 - January 2013 · 1 yr 5 mos
Southwest Securities, INC.Broker
August 2011 - January 2013 · 1 yr 5 mos
Bic Distributors, LLCBroker
June 2011 - July 2011 · 1 mo
Morgan Keegan & Company, INC.
March 2007 - June 2011 · 4 yrs 3 mos
Morgan Keegan & Company, INC.Broker
March 2007 - June 2011 · 4 yrs 3 mos
UBS Financial Services INC.
January 2004 - February 2007 · 3 yrs 1 mo
UBS Financial Services INC.Broker
August 1999 - February 2007 · 7 yrs 6 mos
Amherst Securities Group, INC.Broker
October 1997 - November 1998 · 1 yr 1 mo
Amherst Securities Group, INC.Broker
November 1995 - December 1996 · 1 yr 1 mo
Legg Mason Wood Walker, IncorporatedBroker
May 1995 - November 1995 · 6 mos
Westcap Securities, L.P.Broker
August 1994 - May 1995 · 9 mos
Government Securities CorporationBroker
January 1993 - August 1994 · 1 yr 7 mos
Gsc Securities, INC.Broker
January 1993 - August 1994 · 1 yr 7 mos
Painewebber IncorporatedBroker
December 1991 - January 1993 · 1 yr 1 mo
Registered Securities Corporation of TexasBroker
May 1990 - January 1992 · 1 yr 8 mos
Government Securities CorporationBroker
May 1989 - January 1992 · 2 yrs 8 mos
State Registrations2 states
NMTX
AdvisorBrokerBoth

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.
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