Andrew Baron is a registered investment advisor at Spire Wealth Management, LLC, based in McLean, VA, with 8 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,379 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees generally range from 0.02% to 2.25% of assets under management. Individual advisors set specific fee schedules and retain discretion to negotiate alternative fees.
Fee Estimator
Location
7901 Jones Branch Drive, Suite 800, McLean, VA, 22102
Get directionsHistory
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 →Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
State Registrations51 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.
Exams
More Advisors
- Matthew Gaffey, CFP, ChFCSpire Wealth Management, LLC
- Sean Rosencrance, CFPSpire Wealth Management, LLC
- Ross Anderson, CFPMercer Global Advisors INC.
- Blake Willis, CFPModera Wealth Management, LLC
- Joseph Young, CFPMercer Global Advisors INC.
- Peter Daniels, CFPCommonwealth Financial Network