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AF
CFP
AF
CFP

Andrew Forrester

Xypn Sapphire
12 Years of Experience
St. Louis, MO
Sells Insurance
View SEC Summary
View SEC Summary

Andrew Forrester is a CFP-designated registered investment advisor at Xypn Sapphire, based in St. Louis, MO, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 796 clients with $1.3B in assets under management.

Xypn Sapphire
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
796 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.35%
$5.0M - $25.0M0.30%
$25M+0.25%

Fees apply to clients of advisors who are current members of XY Planning Network. Members who terminate their network membership experience a 0.05% fee increase. Fees may be negotiable based on anticipated future asset growth and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8112 Maryland Avenue, Unit 400, St. Louis, MO, 63105

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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 is a licensed insurance agent and may offer clients advice or products related to insurance. Clients should be aware that these services pay a commission and involve a conflict of interest.

Employment History
Current Registrations
Xypn Sapphire
September 2026 - Present · 1 mo
Previous Registrations
Krilogy
June 2014 - September 2026 · 12 yrs 3 mos
State Registrations2 states
MOTX
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.
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