Advisor at Ferraro Wealth Management, LLC
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Firm
Ferraro Wealth Management, LLC
Location
Dublin, OH 43017
Credentials
CFP®, Series 66
Industry experience
17 years
Andrew Ferraro is a CFP® certificant with 17 years of industry experience. He founded Ferraro Wealth Management, LLC in 2020 after six years at Strategic Wealth Partners, Ltd. In addition to his advisory role, he operates as an independent insurance agent, focusing on life, long-term care, and annuities. Ferraro Wealth Management offers discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, estates, business clients, and charitable organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment programs and provides ERISA-focused services for qualified retirement plans, alongside public seminars and workshops.
Based on Ferraro Wealth Management, LLC
Based on Ferraro Wealth Management, LLC
Financial planning fees range from $1,500 to $7,500 based on complexity and client needs
$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.60% annually $1,000,001 - $2,000,000: 1.20% annually $2,000,001 - $10,000,000: 1.00% annually Over $10,000,000+: 0.60% annually
Account minimum: $250,000
109 S. High Street
Dublin, OH 43017
Ohio
Ferraro Wealth Management, LLC
2020 - Present (6 years)
Strategic Wealth Partners, Ltd.
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
Columbus, OH
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Series 65
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DBA, Cornerstone Investment Counsel
Series 65
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Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
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Tricord Wealth Advisors
CFP®, Series 66
Upper Arlington, OH
Spencer Hawkins Investment Adviser, LLC
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