Andrew May is a CFP-designated registered investment advisor at Innovative Investment Fiduciaries, LLC, based in Moorestown, NJ, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$12.3M

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

101A Foster Road, Moorestown, NJ, 08057

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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
Innovative Investment Fiduciaries, LLC
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
VALIC Financial Advisors, INC.
June 2018 - March 2019 · 9 mos
VALIC Financial Advisors, INC.Broker
May 2018 - March 2019 · 10 mos
State Registrations3 states
NJPATX
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 May - Financial Advisor | TrueAdvisor