Andres Romero
Andres Romero is a CFP, ChFC-designated registered investment advisor at E2e Financial, based in Atlanta, GA, with 31 years of industry experience. Andres operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fees are generally negotiable.
Fee Estimator
Location
5555 Glenridge Connector,, Suite 200, Atlanta, GA, 30342
Get directionsHistory
Regulatory History (3)
Judgment / Lien
April 2019Judgment / Lien
November 2018Judgment / Lien
April 2017Other Business ActivitiesSells Insurance
Andres is an independent broker for various insurance products since 1993, dedicating a few hours per week to this activity. He also provides investment advisory services through Independent Advisor Alliance, spending nearly full-time on this endeavor.
Employment History
Current Registrations
E2e Financial
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Independent Financial Partners
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
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.