Andrew Joseph Langdon
AL
CFP
Andrew Joseph Langdon
AL
CFP

Andrew Langdon

11 Years of Experience
Peachtree City, GA

Andrew Langdon is a CFP-designated registered investment advisor at Vetworth, based in Peachtree City, GA, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 18 clients with $9.3M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$516K average
Assets Under Management
$9.3M

Fee Structure

Planning is included in investment management

VetWorth offers investment management as part of their Comprehensive Financial Planning Package. This package includes both investment management and ongoing financial planning for a fixed annual fee. Clients can choose to engage in ongoing financial planning without investment management, but the fee for the Comprehensive Financial Planning Package will still apply.

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Contact

Andrew Joseph Langdon
AL
Andrew Langdon

Location

470 Commerce Drive, Peachtree City, GA, 30269

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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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Employment History
Current Registrations
Vetworth
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Smartpath Advisors
June 2020 - October 2022 · 2 yrs 4 mos
Cetera Advisors LLCBroker
January 2018 - January 2020 · 2 yrs
Stewardship Financial Advisors, LLC
December 2017 - February 2020 · 2 yrs 2 mos
Cambridge Investment Research Advisors, INC.
July 2016 - December 2017 · 1 yr 5 mos
Cambridge Investment Research, INC.Broker
July 2016 - December 2017 · 1 yr 5 mos
Henssler Financial
March 2016 - December 2017 · 1 yr 9 mos
Alps Distributors, INC.Broker
February 2016 - July 2016 · 5 mos
Ameriprise Financial Services, INC.
December 2014 - December 2015 · 1 yr
Ameriprise Financial Services, INC.Broker
October 2014 - December 2015 · 1 yr 2 mos
State Registrations3 states
CAGATX
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 Joseph Langdon
AL
Contact
Andrew Langdon