Andrew Gearhart is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Birmingham, AL, with 14 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Contact
Andrew Gearhart
Location
600 University Park Place, Suite 501, Birmingham, AL, 35209
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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.
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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
Previous Registrations
Kinsight, LLC
MML Investors Services, LLC
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
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.