Andrew Flattery
Andrew Flattery is a CFP-designated registered investment advisor at Flattery Wealth Management LLC, based in North Kansas City, MO, with 15 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 58 clients with $17M 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 $200K | 1.50% |
| $200K+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Location
1520 Clay Street, Suite F-3, North Kansas City, MO, 64116
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 is an independent insurance agent since 2014, dedicating a few hours per week to this activity. He also makes appearances on the "Catholic Money Mastermind" podcast and is a board member of a non-public entity, City on a Hill Catholic Young Adult Ministry, dedicating minimal time to each. Finally, Andrew is an owner and investment advisor representative at Simple Wealth Planning, taking about a quarter of his time.
Employment History
Current Registrations
Flattery Wealth Management LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Portfolio Advisors Alliance, INC.Broker
State Registrations4 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.