Andrea Gustafson
Andrea Gustafson is a registered investment advisor at Schwab Wealth Advisory, INC., based in Westlake, TX, with 14 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
3000 Schwab Way, Westlake, TX, 76262
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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.
Learn about disclosures →Other Business Activities
Andrea works as a dog/house sitter since 2018, dedicating a variable amount of time, but none during trading hours. She also sells photographs she has taken, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Fidelity Brokerage Services LLCBroker
State Registrations53 states
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