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Andrew Scheffer

Core Planning
14 Years of Experience
Scarsdale, NY
View SEC Summary
View SEC Summary

Andrew Scheffer is a registered investment advisor at Core Planning, based in Scarsdale, NY, with 14 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 867 clients with $530M in assets under management.

Core Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
867 clients
Average Client Portfolio
$606K average
Assets Under Management
$525.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Scarsdale, NY

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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 founder of 2 Minute M.O.N.K Method, where he provides leadership coaching to senior executives. This takes a few hours per week, with minimal time during securities trading hours.

Employment History
Current Registrations
Core Planning
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2022 - October 2023 · 1 yr
Fidelity Brokerage Services LLCBroker
October 2022 - October 2023 · 1 yr
Edward Jones
March 2019 - September 2022 · 3 yrs 6 mos
Edward JonesBroker
February 2019 - September 2022 · 3 yrs 7 mos
UBS Financial Services INC.Broker
October 2002 - August 2009 · 6 yrs 10 mos
Banc of America Securities LLCBroker
January 2002 - August 2002 · 7 mos
Morgan Stanley & CO., IncorporatedBroker
October 2001 - November 2001 · 1 mo
State Registrations4 states
CACTMONY
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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