Andrew Hipple
Andrew Hipple is a CFP-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in Moorestown, NJ, with 20 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 9,163 clients with $51B 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 | 1.00% |
Variable fees generally range from 20 to 100 basis points (0.20% to 1.00%) based on aggregate market value and are negotiated on an individual, client-by-client basis. Annual asset-based fees can at times exceed this range.
Fee Estimator
Location
133 E. 3rd Street, Moorestown, NJ, 08057
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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 ActivitiesSells Insurance
Andrew is a senior partner at Lane & Associates, providing comprehensive financial planning, which takes nearly full-time. He is also a licensed insurance agent with Impact Retirement Group, dedicating about 10-20% of his time to selling and servicing accounts, and a managing partner at H2 Investment Group, LLC, an entity for personal private and real estate investments, with no active duties or time commitment.
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Lane Hipple - Wealth Management Group
Purshe Kaplan Sterling InvestmentsBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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
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