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AB
CFP
AB
CFP

Andrew Betts

Hightower Advisors, LLC
18 Years of Experience
Lynnfield, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Betts is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Lynnfield, MA, with 18 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Hightower Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1044 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

200 Broadway #305, Lynnfield, MA, 01940

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Andrew is involved with PKS Financial, selling fixed/traditional insurance products since 2020. This takes minimal time.

Employment History
Current Registrations
Hightower Advisors, LLC
April 2023 - Present · 3 yrs 6 mos
Hightower Securities, LLC
March 2023 - Present · 3 yrs 7 mos
Hightower Securities, LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2020 - April 2023 · 2 yrs 7 mos
Dietz & Lynch Capital
October 2013 - December 2014 · 1 yr 2 mos
Bickling Financial Services, INC.
September 2009 - April 2023 · 13 yrs 7 mos
LPL Financial LLC
April 2008 - October 2020 · 12 yrs 6 mos
LPL Financial LLCBroker
October 2007 - October 2020 · 13 yrs
State Registrations15 states
AKCOCTFLKSMANCNENHNJNYORRISCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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