Andrew Killpack is a CFP-designated registered investment advisor at Hc Advisors LLC, based in Sandy Springs, GA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 206 clients with $500M 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 | 1.50% |
Fees are subject to negotiation and based on a maximum of 0.375% per quarter (1.5% per annum). Alternatively, clients may pay a negotiated flat fee ranging from $100 to $25,000 per quarter.
Fee Estimator
Location
750 Hammond Drive, Building 1, Suite 200, Sandy Springs, GA, 30328
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 →Other Business Activities
Andrew works as a Tax Manager at Henning, Dowdy & Jones, LLC, a CPA firm, since 2016. This non-investment related activity takes more than full-time hours.
Employment History
Current Registrations
Hc Advisors LLC
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
More Advisors
- Michael Stacey, CFPHc Advisors LLC
- Daniel Henning, CFPHc Advisors LLC
- Kelly Dowdy, CFPHc Advisors LLC
- Mark Neuman, CFAHero Asset Management
- Kyle Kvalheim, CFPKv Financial Advice LLC
- Natalie Schmook, CFPHayes Wealth Advisors, LLC