Andrew Hempeck is a CFP-designated registered investment advisor at Creekside Partners, based in Petaluma, CA, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 279 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable depending on circumstances. Some former clients of Wiiken & Gorman pay a different flat annual retainer or basis point fee for financial planning and portfolio advice.
Fee Estimator
Location
775 Baywood Drive, Suite 306, Petaluma, CA, 94954
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Creekside Partners
Previous Registrations
Fisher Investments
State Registrations1 state
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