AC
AC

Andrew Cettina

1 Year of Experience
Sells Insurance

Andrew Cettina is a registered investment advisor at Oxenfree Financial, based in Melbourne, FL, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 950 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
950 clients
Average Client Portfolio
$263K average
Assets Under Management
$249.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.15%
$1M+0.90%

Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1900 S. Harbor City Blvd., Ste. 111, Melbourne, FL, 32901-4725

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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 ActivitiesSells Insurance

Andrew is an insurance agent offering fixed life and annuity products with various insurance companies. He also works as a project coordinator for Sena-Tech LLC, an electrical contracting company, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Oxenfree Financial
June 2024 - Present · 1 yr 10 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.