Andrew Oster
Andrew Oster is a CFP-designated registered investment advisor at Triton Financial Group, INC, based in Oklahoma City, OK, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 338 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Triton Financial Group's investment management fees range from 0.25% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Clients with household values of $100,000 and below may be subject to an annual administrative fee of up to $100. Fees may be negotiable.
Location
14614 Hertz Quail Springs Pkwy, Oklahoma City, OK, 73134
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2019Customer Dispute
May 2008Other Business Activities
Andrew serves as a family trustee and is a member of two family LLCs, Unterschrift Partners, LLC and Unterschrift Ventures LLC, for estate planning and real estate purposes, dedicating a few hours per week to each. He also serves as a director for Monscierge, Inc., a hospitality software company, spending a few hours per week providing strategic advice and oversight.
Employment History
Current Registrations
Triton Financial Group, INC
Previous Registrations
Sagepoint Financial, INC.Broker
Triton Wealth Advisors, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
The Focus Group Advisors
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.