AP
CFP
AP
CFP

Andrew Prignitz

17 Years of Experience
Overland Park, KS

Andrew Prignitz is a CFP-designated registered investment advisor at Creative Planning, based in Overland Park, KS, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1101 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B

Fee Structure

Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and how they are charged are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5454 W. 110th Street, Overland Park, KS, 66211

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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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Employment History
Current Registrations
Creative Planning
May 2016 - Present · 10 yrs
Previous Registrations
Gwfs Equities, INC.Broker
September 2014 - May 2016 · 1 yr 8 mos
J.P. Morgan Institutional Investments
May 2011 - December 2011 · 7 mos
J.P. Morgan Institutional Investments INC.Broker
March 2010 - September 2014 · 4 yrs 6 mos
First Investors CorporationBroker
November 2007 - January 2009 · 1 yr 2 mos
State Registrations1 state
KS
Advisor

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.