Andrew Wixon is a CFP-designated registered investment advisor at Berger Financial Group, based in Plymouth, MN, with 16 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,800 clients with $2.9B 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 | 2.25% |
Fees range from 0.25% to 2.25% annually and are determined on a case-by-case basis depending on asset complexity, anticipated assets, portfolio style, and other factors.
Fee Estimator
Location
1695 State Hwy 169 N, Plymouth, MN, 55441
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 →Other Business Activities
Andrew is the Director of Finance for Bookstore Movers since 2008. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Berger Financial Group
Previous Registrations
Wixon Advisors, INC.
Gardner Financial Services, INC.Broker
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
- Angela Erickson, CFPBerger Financial Group
- Mark Berger, CFPBerger Financial Group
- William Wixon, CFP, ChFCBerger Financial Group
- April Bortscheller, CFPBerger Financial Group
- Robert Smrekar, CFPBerger Financial Group
- Kristi SanzBerger Financial Group