Andrea Whitmire is a registered investment advisor at Go Wealth Management, based in Gilbert, AZ, with 3 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 519 clients with $210M 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 | 2.00% |
Maximum annual fee is 2.00%, and fees are negotiable. Financial planning is included with investment management.
Fee Estimator
Location
1757 E Baseline Road, Suite 137, Gilbert, AZ, 85233
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 ActivitiesSells Insurance
Andrea is an insurance agent with various carriers, selling life and health insurance since 2018. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Go Wealth Management
Previous Registrations
Kingswood Wealth 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
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