Jeremy Andries is a CFP-designated registered investment advisor at Flourish Financial Planning, based in Grapevine, TX, with 20 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 60 clients with $33M 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 | 0.80% |
Fees are negotiable.
Fee Estimator
Location
1785 State Hwy 26, Ste 200, Grapevine, TX, 76051
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
Jeremy owns Andries Tax Service LLC d/b/a Master Plan Tax Services, where he prepares individual and small business income tax returns. This takes nearly full-time.
Employment History
Current Registrations
Flourish Financial Planning
Previous Registrations
Master Plan Financial Advisers
Guidestone Advisors
Guidestone Financial ServicesBroker
Pfpc Distributors, INC.Broker
Pfpc Distributors, INC.Broker
State Registrations1 state
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.