TrueAdvisor
TrueAdvisor
AD
AD

Andrew Dietz

Independent Financial Partners
30 Years of Experience
Hunt Valley, MD
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Andrew Dietz is a registered investment advisor at Independent Financial Partners, based in Hunt Valley, MD, with 30 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.

Independent Financial Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,154 clients
Average Client Portfolio
$301K average
Assets Under Management
$16.3B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M1.65%
$30.0M - $60.0M1.25%
$60.0M - $90.0M1.10%
$90M+1.00%

Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

Get directions

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 ReportHow 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.

Employment History
Current Registrations
Independent Financial Partners
June 2024 - Present · 2 yrs 4 mos
Ifp Securities, LLCBroker
June 2024 - Present · 2 yrs 4 mos
Monumental Wealth, LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Realta Investment Advisors, INC
July 2013 - June 2024 · 10 yrs 11 mos
Realta Equities, INC.Broker
July 2013 - June 2024 · 10 yrs 11 mos
Janney Montgomery Scott LLCBroker
July 2008 - July 2013 · 5 yrs
Janney Montgomery Scott LLC
July 2008 - July 2013 · 5 yrs
Ferris, Baker Watts IncorporatedBroker
January 2002 - July 2008 · 6 yrs 6 mos
Ferris, Baker Watts Incorporated
April 2001 - July 2008 · 7 yrs 3 mos
Mid Atlantic Investor Services, INC.Broker
September 2000 - December 2001 · 1 yr 3 mos
Ferris, Baker Watts IncorporatedBroker
June 1996 - September 2000 · 4 yrs 3 mos
State Registrations7 states
CADCFLMDNCPAVA
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Hunt Valley, MD →All financial advisors in Maryland →