AH
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Andrew Hinrichs

10 Years of Experience
Overland Park, KS
2 DisclosuresSells Insurance

Andrew Hinrichs is a registered investment advisor at Engage Wealth Advisors, LLC, based in Overland Park, KS, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 310 clients with $94M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
310 clients
Average Client Portfolio
$302K average
Assets Under Management
$93.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

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

7285 W. 132nd Street, Suite 140, Overland Park, KS, 66213

Get directions

History

Regulatory History (2)
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Regulatory
November 2019
Final
Regulatory
January 2016
Final
Other Business ActivitiesSells Insurance

Andrew is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. He also serves as treasurer/board member for Warrior's Best Friend Foundation (minimal time), is the owner/CPA of Engage Advisors, LLC (full-time), and LLC manager for PBY, LLC (minimal time).

Employment History
Current Registrations
Engage Wealth Advisors, LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Engage Advisors Wealth LLC
September 2020 - October 2020 · 1 mo
Cetera Advisors LLC
August 2015 - October 2017 · 2 yrs 2 mos
Cetera Advisors LLCBroker
June 2015 - October 2017 · 2 yrs 4 mos
State Registrations1 state
KS
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.