Andrew Gary
Advisor at CW Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CW Advisors, LLC
Location
Fairfax, VA 22033
Credentials
CFP®, Series 66
Industry experience
7 years
About
Andrew Gary is a CFP® with seven years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Wolf Group Capital Advisors, Preston Wealth Advisors, Mason Investment Advisory Services, United Capital Financial Advisers, and Northwestern Mutual Investment Management. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment framework combining active, passive, quantitative, and environmentally conscious strategies, and provides wealth management, retirement plan advisory, family office, financial planning, and sub-advisory services.
Client services
Based on CW Advisors, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on CW Advisors, LLC
ESG / Sustainable investing
Private / alternative investments
Concentrated stock management
Fee options
Financial planning fees up to $25,000 for project-based engagements.
Account minimum: $1,000,000 Minimum fee: Fixed annual rate up to $250,000 for family office services, payable quarterly.
Location
12701 Fair Lakes Circle, Suite 220
Fairfax, VA 22033
Most active in
Andrew G has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Virginia
Work history
CW Advisors, LLC
2025 - Present (1 year)
Wolf Group Capital Advisors
2023 - 2025 (2 years)
Preston Wealth Advisors, LLC
2022 - 2023 (1 year)
UnEmployed
2022 - 2022 (1 year)
Mason Investment Advisory Services Inc.
2019 - 2022 (3 years)
United Capital Financial Advisers, LLC
2017 - 2018 (1 year)
Northwestern Mutual Investment Management
2016 - 2017 (1 year)
Virginia Tech
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
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.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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