Andrew Cecil is a CFP-designated registered investment advisor at Cecil Wealth, based in Westminster, MD, with 9 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, High Net Worth, and 4 more. Their firm serves 41 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.70% |
Fees are generally negotiable and memorialized in the client's advisory agreement.
Fee Estimator
Location
Westminster, MD
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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 is involved with Cecil Wealth, LLC as an insurance agency and LPL business. He dedicates about a quarter of his time to the insurance agency portion.
Employment History
Current Registrations
Cecil Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations1 state
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
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