Andrea Hartwig is a registered investment advisor at Wea Financial Advisors, INC., based in Madison, WI, with 20 years of industry experience. Andrea 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 620 clients with $550M 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% |
This is a combined platform and advisory fee. American Trust Custody platform fees are as follows: first $500,000 at 0.15%, next $500,000 at 0.10%, and over $1,000,000 at 0.05%. The remainder of the 0.35% annual account fee is an advisory fee payable to the Advisor under this program.
Fee Estimator
Location
660 John Nolen Drive, Madison, WI, 53713
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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.