AM
CFP
AM
CFP

Andrew Maynerich

13 Years of Experience
Virden, IL
1 DisclosureSells Insurance

Andrew Maynerich is a CFP-designated registered investment advisor at Maynerich Financial, based in Virden, IL, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 445 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
445 clients
Average Client Portfolio
$236K average
Assets Under Management
$104.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.10%
$250K - $500K1.00%
$500K - $1.0M0.95%
$1M+0.90%

Fees are negotiable. Accounts may be aggregated at the household level to determine blended pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

405 N. Springfield St, Virden, IL, 62690-1439

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2023
Final
Other Business ActivitiesSells Insurance

Andrew is a part-time dance instructor and self-employed choreographer. He also owns a real estate rental company and works as an insurance agent, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Maynerich Financial
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Ica Group Wealth Management, LLC
August 2021 - September 2024 · 3 yrs 1 mo
LPL Financial LLCBroker
November 2017 - March 2022 · 4 yrs 4 mos
LPL Financial LLC
November 2017 - October 2021 · 3 yrs 11 mos
Investment Centers of America, INC.
January 2013 - December 2017 · 4 yrs 11 mos
Investment Centers of America, INC.Broker
August 2012 - November 2017 · 5 yrs 3 mos
State Registrations2 states
ILTX
Advisor

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
No exam information available for this advisor.
Andrew Maynerich - Financial Advisor | TrueAdvisor