AM
CFP
AM
CFP

Andrew Miller

17 Years of Experience
1 DisclosureBrokerSells Insurance

Andrew Miller is a CFP-designated registered investment advisor at Hummel Wealth Management, LLC, based in Berlin, OH, 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 Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4585 S.R. 39, Berlin, OH, 44610

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2017
Closed-No Action
Other Business ActivitiesSells Insurance

Andrew is an agent at Hummel Group, Inc. selling life insurance, dedicating nearly full-time hours to this role. He is also an investment advisor representative at Hummel Wealth Management, spending about a quarter of his time on investment advisory activities, and owns rental property, requiring minimal time. Finally, Andrew is a fiscal officer for Sugarcreek Township, spending a few hours per week on bookkeeping.

Employment History
Current Registrations
Hummel Wealth Management, LLC
October 2013 - Present · 12 yrs 6 mos
On Investment Management CO
November 2012 - Present · 13 yrs 5 mos
The O.N. Equity Sales CompanyBroker
February 2009 - Present · 17 yrs 2 mos
State Registrations22 states
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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.
Andrew Miller - Financial Advisor | TrueAdvisor