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Andrew Harris

Kintra Wealth, LLC
25 Years of Experience
Williamsport, PA
1 DisclosureSells Insurance
View SEC Summary
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Andrew Harris is a registered investment advisor at Kintra Wealth, LLC, based in Williamsport, PA, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,914 clients with $1.5B in assets under management.

Kintra Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,914 clients
Average Client Portfolio
$515K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $15.0M0.50%
$15.0M - $25.0M0.40%
$25M+0.30%

Fees are negotiable and certain clients may have grandfathered fee structures from previous advisors. Clients also pay a separate platform fee ranging from 0.01% to 0.05%.

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

Location

1000 Commerce Park Drive, Suite 416, Williamsport, PA, 17701

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History

Regulatory History (1)
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Customer Dispute
July 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew sells fixed insurance through HK Wealth Management, dedicating minimal time. He also co-owns Mcharris Realty LLC and owns Willow Walk, LLC, both real estate holding and management companies, spending minimal time on these activities.

Employment History
Current Registrations
Kintra Wealth, LLC
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Commonwealth Financial NetworkBroker
September 2015 - April 2019 · 3 yrs 7 mos
Commonwealth Financial Network
September 2015 - April 2019 · 3 yrs 7 mos
Voya Financial Advisors, INC.
April 2005 - September 2015 · 10 yrs 5 mos
Voya Financial Advisors, INC.Broker
January 2004 - September 2015 · 11 yrs 8 mos
Locust Street Securities, INC.Broker
March 2002 - January 2004 · 1 yr 10 mos
Nationwide Investment Services CorporationBroker
June 2001 - February 2002 · 8 mos
State Registrations2 states
PATX
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.
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