Andrew Henry Dietz

Independent Financial Partners

29 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Independent Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

300 advisors

Number of Clients

45,782 clients

Average Client Portfolio

$274K average

Assets Under Management

$12.5B

Fee Structure

Location

201 International Circle, Suite 230, Hunt Valley, MD, 21030

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History

Regulatory History (2)

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.

Customer Dispute

September 2001

Denied

Customer Dispute

May 1999

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Andrew is a limited partner in Innovative Mission Systems, a water monitoring solutions company, and the owner of True Purpose, Inc, a spiritual leadership company. He also owns Monumental Wealth RIA, a DBA, but it is non-active.