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Drew Springer

49 Years of Experience
Weatherford, TX
Sells Insurance

Drew Springer is a registered investment advisor at Advisory Services Network, based in Weatherford, TX, with 49 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

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

100 Austin Ave, Suite 105, Weatherford, TX, 76086

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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

Drew is the owner of Springer Tax Services, a sales associate at McVean Trading and Investments, and an insurance agent. He also serves on the University of North Texas Foundation Board and its advisory board, dedicating minimal time to each activity.

Employment History
Current Registrations
Advisory Services Network
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Advisory Services Network
October 2020 - October 2020 · 0 mos
Kms Financial Services, INC
November 2011 - October 2020 · 8 yrs 11 mos
Kms Financial Services, INC.Broker
November 2011 - October 2020 · 8 yrs 11 mos
Cox-Springer Finanial Advisors
June 2006 - December 2010 · 4 yrs 6 mos
Fsc Securities Corporation
August 1985 - May 2011 · 25 yrs 9 mos
Fsc Securities CorporationBroker
August 1985 - May 2011 · 25 yrs 9 mos
American Capital Financial Services, INC.Broker
March 1984 - September 1985 · 1 yr 6 mos
Travelers Equities Sales, INC.Broker
December 1974 - October 1982 · 7 yrs 10 mos
State Registrations2 states
NETX
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.