Andrew Casteel is a CFP-designated registered investment advisor at Covenant Wealth Advisors, based in Richmond, VA, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 523 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Covenant Wealth Advisors offers investment management services where they manage your investments. The annual fee ranges from 0.40% to 1.50% of the value of your portfolio, depending on the amount they manage. The fee may be calculated on combined assets or per account.
Location
8001 Franklin Farms Drive, Rm 208, Richmond, VA, 23229
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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.
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Andrew is the 100% owner of Acel Advisors, LLC, a pass-through bookkeeping entity. He works with the accounting and bookkeeping team to organize expenses and catalogue pass-through revenues, dedicating minimal time to this activity.
Employment History
Current Registrations
Covenant Wealth Advisors
Previous Registrations
Acorn Financial Advisory Services, INC.
Ws Wealth Management, LLC
Bluemont Capital Advisors, LLC
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.