Andrea Hartwig is a registered investment advisor at Wea Financial Advisors, INC., based in Madison, WI, with 20 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Federal Employees, Investment Management, Retirement Planning. Their firm serves 618 clients with $510M 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 | 0.35% |
The 0.35% annual fee applies to Personal Investment Accounts. Retirement Advisor Managed Portfolios do not charge an advisory fee, only underlying fund expenses.
Fee Estimator
Location
660 John Nolen Drive, Madison, WI, 53713
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 Activities
Andrea is a financial planner and owner of a BD at WEA Member Benefits, focusing on retirement planning. She spends about 10-20% of her time assisting 403(b) and IRA program members.
Employment History
Current Registrations
Wea Financial Advisors, INC.
Wea Investment Services, INC.Broker
Wea Investment Services, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations2 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
More Advisors
- Eric Lanning, CFPWells Fargo Advisors
- Stephen Smith, ChFCHarbour Investments, INC.
- Leonard Hornung, ChFCPark Avenue Securities LLC
- Lisa Andrews, CFPPerk Planning
- Brandon Ben-Hanania, CFPSpruce Hill Capital
- Charles Opitz, CFP