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Andrea Batey

26 Years of Experience

Andrea Batey is a registered investment advisor at Farther, based in Springfield, MO, with 26 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
273 advisors
Number of Clients
8,142 clients
Average Client Portfolio
$924K average
Assets Under Management
$7.5B

Fee Structure

Investment management only (planning not offered)

Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.

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Location

3150 S. National Ave., Springfield, MO, 65807

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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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Employment History
Current Registrations
Farther
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Signalpoint Asset Management LLC
September 2013 - January 2025 · 11 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
June 2009 - September 2013 · 4 yrs 3 mos
Citigroup Global Markets INC.
December 1999 - June 2009 · 9 yrs 6 mos
State Registrations1 state
MO
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.
Andrea Batey - Financial Advisor | TrueAdvisor