Andrea Klipfel
Andrea Klipfel is a registered investment advisor at J. W. Cole Advisors, INC., based in Paso Robles, CA, with 23 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
725 Creston Rd, Ste B, Paso Robles, CA, 93446
Get directionsHistory
Regulatory History (2)
Financial
April 2025Customer Dispute
April 2013Other Business Activities
Andrea is the President of Meritage Asset Management Group, a DBA, but this activity is not investment related and takes minimal time. She also owns and instructs at Zentegrity Yoga Therapies, LLC, an online yoga studio, dedicating a few hours per week to this venture.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Grove Point Investments, LLCBroker
Grove Point Advisors, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Edward Jones
Edward JonesBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations23 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.