AW
AW

Andrew Jay Walker

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
243 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$492.4M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

Wellesley, MA

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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 Activities

Andrew is the president and sole shareholder of Acacia Associates Inc., providing retirement plan design, management, and marketing consulting services to small and mid-sized organizations. This takes about a quarter of Andrew's time.

Employment History
Current Registrations
Guidance Point Advisors, LLC
August 2013 - Present · 12 yrs 6 mos
Guidance Point Retirement Services, LLC
February 2012 - Present · 14 yrs
Previous Registrations
Multnomah Group, INC.
December 2008 - August 2012 · 3 yrs 8 mos
Retirement System Investors INC
June 2006 - September 2008 · 2 yrs 3 mos
Invesmart Advisors INC
August 2002 - April 2004 · 1 yr 8 mos
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.