Andrea Brashears-Sampson
Andrea Brashears-Sampson is a CFP-designated registered investment advisor at Wise Financial Counsel, LLC, based in Fort Washington, MD, with 12 years of industry experience. Andrea 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, Insurance Planning, and 2 more. Their firm serves 11 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Counseling is offered on a monthly basis, ranging from $150/month to 0.1%-0.3% of the client’s gross annual income, depending on marital status, sources of income and complexity of the client’s financial situation. This service is not standalone and only available following a financial planning engagement. It includes up to four formal meetings annually and additional meetings as needed.
- Financial Planning: Fee ranges up to 3% of the client’s gross annual income ($1,500 minimum) depending on marital status, sources of income and complexity of the client’s financial situation.
- Focus Based Financial Planning: Fee ranges from $200 to $350 per hour depending on the complexity of the engagement.
- Strategic Business Planning: Starts at a fixed fee of $2,500 and ranges upward depending on the complexity of the engagement.
Location
Fort Washington, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Andrea is the president of GIGS Music Productions, LLC, dedicating a few hours per week to promote songwriting and music distribution services. She also serves as president of WE R WISE, Inc., a non-profit, spending minimal time overseeing networking, professional development, and support activities.
Employment History
Current Registrations
Wise Financial Counsel, LLC
Previous Registrations
Omega Wealth Management LLC
Wealthcare Financial Group, INC.
West Financial Services, INC.
Suntrust Investment Services, INC.
Navy Federal Asset Management, LLC
ICMA Retirement CORP
Raymond James Financial Services
State Registrations3 states
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.