Andrea Stackland-Winterer is a CFP-designated registered investment advisor at Farther, based in Telluride, CO, with 26 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
220 Colorado Ave, Unit 218, Telluride, CO, 81435
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea sells fixed insurance, dedicating minimal time to this activity. She also owns E3 Financial Planning, LLC, which is her operating company for securities, financial planning, and insurance business, and she dedicates all of her time to this. Finally, Andrea subleases office space, which takes minimal time.
Employment History
Current Registrations
Farther
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
American Express Financial Advisors, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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