AD
CFP
AD
CFP

Andrew Doten

8 Years of Experience
Chicago, IL

Andrew Doten is a CFP-designated registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
329 advisors
IM Fee
Planning only
Assets Under Management
$64.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594

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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
William Blair & Company L.L.C.
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Fiducient Advisors LLC
February 2023 - September 2025 · 2 yrs 7 mos
Brownson, Rehmus & Foxworth, INC.
February 2018 - April 2022 · 4 yrs 2 mos
Lincoln Financial Advisors Corporation
June 2016 - November 2016 · 5 mos
Lincoln Financial Advisors CorporationBroker
March 2016 - November 2016 · 8 mos
State Registrations1 state
IL
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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