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Andrew Dibble

24 Years of Experience
Overland Park, KS

Andrew Dibble is a registered investment advisor at Caliber Wealth Management, LLC, based in Overland Park, KS, with 24 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,668 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,668 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.25% to 1.50% depending on the level of service, amount of assets managed, and complexity of the engagement. Fees are negotiated prior to the engagement.

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

6201 College Blvd, Suite 650, Overland Park, KS, 66211

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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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Employment History
Current Registrations
Caliber Wealth Management, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2020 - October 2024 · 4 yrs 8 mos
Raymond James Financial Services, INC.Broker
February 2020 - October 2024 · 4 yrs 8 mos
Ameriprise Financial Services, LLC.
September 2002 - March 2020 · 17 yrs 6 mos
Ameriprise Financial Services, LLCBroker
September 2002 - March 2020 · 17 yrs 6 mos
Ids Life Insurance CompanyBroker
September 2002 - July 2006 · 3 yrs 10 mos
State Registrations2 states
KSTX
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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