Andrew Weissman is a CFP-designated registered investment advisor at Wealthspire Advisors, based in New York, NY, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B 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 | 1.25% |
Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.
Fee Estimator
Location
521 Fifth Avenue, 15th Floor, New York, NY, 10175
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 →Employment History
Current Registrations
Wealthspire Advisors
Previous Registrations
Wealthspire Capital, LLCBroker
Wealthspire Advisors
Cantor Fitzgerald Wealth Partners, LLC
Cfwp Securities, LLCBroker
Retirement Design & Management INC
Rdm Investment Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations1 state
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
More Advisors
- Allaire Langdon, CFPWealthspire Advisors
- Dominick Matteo, CFPWealthspire Advisors
- Michael Zeitler, CFAWealthspire Advisors
- Eric Sontag, CFAWealthspire Advisors
- Andrew Macaleer, CFAWealthspire Advisors
- Pietro Messina, CFPWealthspire Advisors