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Andrew Nigrelli

21 Years of Experience
Weston, MA

Andrew Nigrelli is a registered investment advisor at Connective Wealth Partners, LLC, based in Weston, MA, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 292 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
292 clients
Average Client Portfolio
$126K average
Assets Under Management
$36.7M

Fee Structure

Planning is included in investment management (also available separately)

Connective Wealth Partners' wealth management fees range from 0.50% to 2.00% annually, based on the amount of assets managed, the complexity of services, and the overall client relationship. Fees are calculated based on the market value of assets at the beginning or end of each calendar quarter and are paid in advance or arrears. Fees may be negotiable at the advisor's discretion.

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Location

Weston, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Connective Wealth Partners, LLC
May 2025 - Present · 1 yr
Previous Registrations
401 Financial
January 2025 - June 2025 · 5 mos
Cwm, LLC
November 2019 - January 2023 · 3 yrs 2 mos
Northeast Planning Associates, INC.
August 2012 - November 2019 · 7 yrs 3 mos
Pegaesus Advisors
January 2012 - November 2015 · 3 yrs 10 mos
Northeast Planning Associates, INC.
April 2008 - December 2011 · 3 yrs 8 mos
LPL Financial LLC
January 2008 - August 2019 · 11 yrs 7 mos
LPL Financial LLCBroker
January 2008 - November 2019 · 11 yrs 10 mos
Ameriprise Financial Services, INC.
October 2006 - January 2008 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
August 2002 - January 2008 · 5 yrs 5 mos
Ids Life Insurance CompanyBroker
August 2002 - July 2006 · 3 yrs 11 mos
State Registrations1 state
MA
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.