AG
CFP
AG
CFP

Andrew Good

13 Years of Experience
Columbiana, OH
BrokerSells Insurance

Andrew Good is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Columbiana, OH, with 13 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

158 Carriage Dr., Columbiana, OH, 44408

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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 ActivitiesSells Insurance

Andrew sells fixed insurance products and is a co-owner of Modern Wealth Management, LLC, which facilitates securities, advisory, and insurance business; these activities take up 10% and 100% of his time respectively. He also works as a basketball referee and coach, which take up minimal time outside of business hours.

Employment History
Current Registrations
Commonwealth Financial Network
February 2023 - Present · 3 yrs 7 mos
Commonwealth Financial NetworkBroker
February 2023 - Present · 3 yrs 7 mos
Previous Registrations
Prudential Financial Planning Services
April 2013 - March 2023 · 9 yrs 11 mos
Pruco Securities, LLC.Broker
July 2012 - March 2023 · 10 yrs 8 mos
State Registrations3 states
OHPAWV
AdvisorBrokerBoth

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 Good - Financial Advisor | TrueAdvisor