Stacey Dean Andres

11 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning

Optivise Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,216 clients

Average Client Portfolio

$220K average

Assets Under Management

$267.4M

Fee Structure

Location

Spring Hill, TN

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History

Regulatory History (1)

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Customer Dispute

August 2018

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Stacey is the President, insurance agent, and financial planner at Anchor Financial, Insurance Services and College Planning since 2013, dedicating full-time hours. Stacey also volunteers at Church of the City, providing security and safety services.