Andrew Martz
Andrew Martz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Southlake, TX, with 19 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
530 E Southlake Blvd #140, Southlake, TX, 76092
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2026Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Andrew is an agent for accident & health, life, and variable insurance. He also operates WIS Advisors Inc. as a DBA for securities business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
First Investors CorporationBroker
Laidlaw & Company (UK) LTD.Broker
State Registrations35 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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