AS
AS

Andrew Robert Smith

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

1445 Ross Ave Fl 55, Dallas, TX, 75202

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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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Other Business Activities

Andrew is a partner/attorney at Kulas & Crawford, an estate planning law firm, dedicating nearly full-time hours. He is also involved with American Academy Wealth, American Academy of Estate Planning Attorneys, Trusted Attorney Advisors, PLLC, and Treasure Coast Brewmasters, Inc, but spends no or minimal time on these activities.

Employment History
Current Registrations
Integrity Advisory Solutions
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Andrew Robert Smith - Financial Advisor | TrueAdvisor