Andrew Prentice is a CFP-designated registered investment advisor at Prentice Financial Planning, LLC, based in Olympia, WA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 180 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $850K | 1.50% |
| $850K - $1.5M | 0.90% |
| $1.5M+ | 0.10% |
Households over $1,000,000 receive Advanced Financial Planning at no additional fee. For clients using the Ultra Conservative investment model the fee charge is a flat .3%. This is not negotiable, and the Ultra Conservative account will not be included to calculate the tiered fee amount.
Fee Estimator
Location
2407 Pacific Avenue, Suite A, Olympia, WA, 98501
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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
Andrew is a one-third member of PTS Holdings, LLC, which owns the building where PFP is located. Andrew is also the landlord for a residential property.
Employment History
Current Registrations
Prentice Financial Planning, LLC
Previous Registrations
Columbia River Advisors
LPL Financial LLC
State Registrations2 states
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