AA
CFP
AA
CFP

Andrew Atchison

20 Years of Experience
New Albany, IN
Broker

Andrew Atchison is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in New Albany, IN, with 20 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
384 advisors
Number of Clients
25,391 clients
Average Client Portfolio
$734K average
Assets Under Management
$18.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.

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

222 E Market St, New Albany, IN, 47150

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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 Activities

Andrew is associated with Horizon Wealth Management, LLC as a DBA for his LPL business since 2017. This activity takes nearly full-time hours during securities trading.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
June 2025 - Present · 1 yr 4 mos
LPL Financial LLCBroker
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
LPL Financial LLC
September 2014 - June 2025 · 10 yrs 9 mos
Securities America Advisors, INC.
October 2013 - January 2015 · 1 yr 3 mos
Securities America, INC.Broker
October 2013 - September 2014 · 11 mos
Center Street Securities, INC.Broker
February 2012 - October 2013 · 1 yr 8 mos
Brookstone Capital Management LLC
September 2011 - October 2013 · 2 yrs 1 mo
American Equity Investment CorporationBroker
September 2010 - February 2012 · 1 yr 5 mos
Jackson National Life Distributors LLCBroker
May 2005 - November 2009 · 4 yrs 6 mos
State Registrations17 states
ALAZCAFLGAILINKYMINCNEOHORSCTNTXVA
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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