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Andrew Hatherley

27 Years of Experience
Las Vegas, NV
Sells Insurance

Andrew Hatherley is a registered investment advisor at The Retirement Solutions Group, based in Las Vegas, NV, with 27 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 75 clients with $35M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
75 clients
Average Client Portfolio
$466K average
Assets Under Management
$35.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

The annual fee may be negotiable based upon certain criteria.

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

Las Vegas, NV

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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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Other Business ActivitiesSells Insurance

Andrew is a sole proprietor insurance agent since 2016 and a divorce analyst with Wise Divorce Solutions, LLC since 2008. Each activity takes about 10-20% of Andrew's time.

Employment History
Current Registrations
The Retirement Solutions Group
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
The Retirement Solutions Group
August 2016 - April 2019 · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2008 - August 2016 · 7 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
December 2008 - August 2016 · 7 yrs 8 mos
Wachovia Securities Financial Network, LLC
December 2008 - December 2008 · 0 mos
Wachovia Securities Financial Network, LLCBroker
December 2008 - December 2008 · 0 mos
Wachovia Securities, LLC
July 2003 - December 2008 · 5 yrs 5 mos
Wachovia Securities, LLCBroker
July 2003 - December 2008 · 5 yrs 5 mos
Prudential Securities Incorporated
October 2001 - July 2003 · 1 yr 9 mos
Prudential Securities IncorporatedBroker
May 2001 - July 2003 · 2 yrs 2 mos
American Investment Services, INC.Broker
November 1999 - October 2000 · 11 mos
Valores Finamex International, INC.Broker
June 1994 - September 1995 · 1 yr 3 mos
State Registrations2 states
NVSC
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.
Andrew Hatherley - Financial Advisor | TrueAdvisor