Andrew Mastro is a CFA, CFP-designated registered investment advisor at Wrought Financial Planning, based in Haddonfield, NJ, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 41 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wrought Financial Planning does not directly state their investment management fees. They offer comprehensive financial planning, and clients may choose to have Wrought manage their investment portfolio. Generally, each client who engages Wrought for asset management services will begin by working with Wrought in the creation of a financial plan. Wrought also uses a third party platform to facilitate discretionary asset management of held away assets such as defined contribution plan participant accounts and health savings accounts.
Contact
Andrew Mastro
Location
35 Kings Highway East, Suite 105B, Haddonfield, NJ, 08033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wrought Financial Planning
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fs Investment Solutions, LLCBroker
Banc of America Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams