Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
592,301 clients
Average Client Portfolio
$129K average
Assets Under Management
$76.6B

Fee Structure

Financial Planning:Investment management only
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Location

22 West Washington Street, Chicago, IL, 60602

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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 co-founded Core4Life, a podcast about accountability in fitness, motivation, charity, and having fun, recording every other week. He also assists the announcer at Cuyahoga Valley Christian Academy football games, spending about 10-20% of his time on both activities combined.

Employment History
Current Registrations
Morningstar Investment Management LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Morningstar Investment Services LLCBroker
October 2023 - June 2025 · 1 yr 8 mos
Charles Schwab & CO., INC.
May 2011 - April 2023 · 11 yrs 11 mos
Charles Schwab & CO., INC.Broker
January 2011 - April 2023 · 12 yrs 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Andrew Martin Hudson - Financial Advisor | TrueAdvisor