Andrew Aris Gearhart
AG
CFP
Andrew Aris Gearhart
AG
CFP

Andrew Aris Gearhart

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Contact

Andrew Aris Gearhart
AG
Andrew Aris Gearhart

Location

600 University Park Place, Suite 501, Birmingham, AL, 35209

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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 Activities

Andrew is a partner/maintenance/contractor for RAMP Properties, LLC, a real estate company, dedicating a few hours per week. He also serves on the Board of Directors for B Charitable, a 501c3 donor advised platform, spending minimal time per month.

Employment History
Current Registrations
Waverly Advisors, LLC
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Kinsight, LLC
April 2015 - February 2018 · 2 yrs 10 mos
MML Investors Services, LLC
September 2011 - April 2015 · 3 yrs 7 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.
Additional Information

After graduating from The University of Alabama in 2009, I moved to Birmingham and became an insurance advisor with MassMutual Financial Group for 6 years. My wife, Morgan, and I have been married for 2 years, and have 1 daughter, Lucy. Scout, the family hound dog, is a great but jealous big sister! I knew there was a better and more comprehensive way to help clients then strait insurance sales, which led me to obtaining my CFP® in the fall of 2014. I have been with Kinsight, a fee only, fiduiary planning firm since that point and have loved the wholistic, client first mentality that everyone here abides by. In my spare time, I enjoy a good house project, wood working, heading up the Exceptional Foundation Jr. Board, and hunting.

Andrew Aris Gearhart
AG
Contact
Andrew Aris Gearhart