Andrew Thompson
Andrew Thompson is a CFP-designated registered investment advisor at Meta Wealth Advisory, based in Timonium, MD, with 23 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 81 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3M+ | 0.65% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Location
1954 Greenspring Dr, Suite 310, Timonium, MD, 21093
Get directionsHistory
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
Andrew is a managing director at SC&H Group, the parent company of SC&H Financial Advisors, dedicating time as needed. He is also a licensed insurance agent, selling insurance products to clients as needed.
Employment History
Current Registrations
Meta Wealth Advisory
Previous Registrations
Triad Advisors, INC.Broker
Sc&h Wealth
1st Global Advisors INC
1st Global Capital CORP.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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