Andrew Cusick
Andrew Cusick is a registered investment advisor at Kpp Advisory Services LLC, based in Bowling Green, KY, with 6 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,405 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KPP Advisory Services offers investment management as part of their Wealth Management Services or as a standalone Investment Management Service. The fees are negotiable, with a maximum of 2.50% of the value of your portfolio per year. The exact fee depends on the services provided and the complexity of your situation. Fees are calculated and charged quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
2501 Crossings Blvd Ste 255, Bowling Green, KY, 42104
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew operates Kentucky Planning Partners, LLC as a DBA for his LPL business, and KPP Advisory Services LLC as an independent investment advisor firm, dedicating about half of his time to the latter. He also contracts with multiple insurance companies through Veritas Financial Solutions, LLC, spending about 10-20% of his time on insurance-based products.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
State Registrations3 states
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.