Andrew Whitbeck
Andrew Whitbeck is a registered investment advisor at Whiterock Wealth Design, LLC, based in Fayetteville, AR, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 739 clients with $630M 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 | 2.00% |
Maximum annual fee will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
4426 North Waterside Court 110, Fayetteville, AR, 72703
Get directionsHistory
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 owns Bravo Whiskey LLC and NWA Flyers, LLC, both formed to own airplanes for personal use, dedicating minimal time to each. He is also an agent on clients' non-variable insurance contracts through WhiteRock Wealth Design, spending minimal time on this activity as well.
Employment History
Current Registrations
Whiterock Wealth Design, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Arvest Wealth Management
Arvest Wealth ManagementBroker
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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