AD
CFP
AD
CFP

Andrea Dykes

21 Years of Experience
Chevy Chase, MD
BrokerSells Insurance

Andrea Dykes is a CFP-designated registered investment advisor at Tlg Advisors, INC., based in Chevy Chase, MD, with 21 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
304 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1M+1.00%

Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6900 Wisconsin Avenue, 5th Floor, Chevy Chase, MD, 20815

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrea is a managing partner/agent at Howard Insurance since 2014, selling fixed insurance products, dedicating nearly full-time hours to this role. She is also an IAR Rep at TLG Advisors Inc since 2016, dedicating a few hours per week, and a referral source for health insurance and employee benefits at Hub International since January 2024.

Employment History
Current Registrations
Tlg Advisors, INC.
April 2016 - Present · 10 yrs 6 mos
The Leaders Group, INC.
April 2016 - Present · 10 yrs 6 mos
The Leaders Group, INC.Broker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
June 2013 - April 2016 · 2 yrs 10 mos
LPL Financial LLC
June 2013 - June 2014 · 1 yr
MML Investors Services, LLC
March 2007 - July 2013 · 6 yrs 4 mos
MML Investors Services, LLCBroker
December 2004 - July 2013 · 8 yrs 7 mos
State Registrations10 states
CACTDCFLMDNCNJOHTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Andrea Dykes - Financial Advisor | TrueAdvisor