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Andrew Mccarville

Advisor at Fisher Investments

Updated today

Location

Plattsmouth, NE

Credentials

Series 66

Industry experience

13 years

About

Andrew Mccarville is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Outside of his advisory role, he owns a collectible sports card trading business called Moneyballing Hits. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios.

Client services

Based on Fisher Investments

Financial planning Portfolio management Portfolio assessment

Expertise

Based on Fisher Investments

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management

Occupation focus

Based on Fisher Investments

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50%

Performance-based

May charge performance-based fees for certain institutional clients with specific requests

Other

Account minimum: $1,000,000

Location

Plattsmouth, NE

Most active in

Nebraska · Texas

Work history

Fisher Investments

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eric H

CFP®, Series 66

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Eric Horne is a CFP® with 20 years of experience in the financial services industry. He is the sole advisor at ARC Element Wealth Design, an independent firm he has operated since 2024. His prior experience includes roles at Charles Schwab & Co., Inc., and TD Ameritrade, where he worked for over 18 years combined. ARC Element Wealth Design provides investment management, financial planning, and consulting services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $29.5 million in discretionary assets and employs a strategic asset allocation approach with customized rebalancing, primarily using ETFs and mutual funds, while occasionally incorporating individual securities and option strategies.

Options & derivatives strategies Real estate investing Concentrated stock management Active portfolio management
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Thomas M

CFP®, Series 65

Papillion, NE

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Thomas Maher is a CFP® with 11 years of industry experience, currently serving as the sole advisor at WealthMark in Papillion, NE. He has worked with WealthMark since 2016 and concurrently holds a senior role as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. WealthMark offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm’s investment approach emphasizes fundamental analysis combined with passive, long-term buy-and-hold strategies, primarily using diversified mutual funds and ETFs.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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Charles S

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Papillion, NE

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Charles Stiegemeier is the sole advisor at Charles Capital, an independent registered investment adviser based in Papillion, NE. He holds a Series 65 designation and has four years of experience in the financial industry. Outside of his advisory role, Stiegemeier works full-time as a project lead engineer for Aldridge Electric. Charles Capital serves individual clients, including some high-net-worth households, through discretionary portfolio management on a third-party managed-account platform and non-discretionary portfolio consulting. The firm’s investment approach emphasizes factor-based and quantitative analysis, with momentum as the primary factor, and employs various strategies tailored to client goals.

Factor investing / smart beta
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Daniel K

CFP®, ChFC®, Series 63, Series 65

Papillion, NE

Fair Winds Financial Planning

Daniel Kline is a CFP® and ChFC® with seven years of industry experience. He is the principal advisor at Fair Winds Financial Planning in Papillion, NE, and previously worked for ten years at First National Bank of Omaha. Fair Winds Financial Planning provides financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement, risk management, college savings, and estate planning. The firm operates as an advice-only planner, charging hourly or fixed fees, and does not manage client assets or accept commissions.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Debt management
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Brian F

Series 63

Lavista, NE

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Brian Farris is a financial advisor at Financial Design Group, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cetera Advisors LLC for 11 years before joining Financial Design Group. Financial Design Group is a small advisory firm serving individual investors, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm focuses on strategic asset allocation and long-term holdings, providing discretionary asset management and retirement plan fiduciary consulting tailored to client needs.

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Christopher F

Series 66

Lavista, NE

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Christopher Farris is a financial advisor at Financial Design Group, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Cetera Advisors LLC from 2012 to 2022. Farris is a licensed insurance agent but does not sell commissionable insurance or annuity products to clients of Financial Design Group. Financial Design Group serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on discretionary asset management and retirement plan consulting, emphasizing strategic asset allocation, long-term holdings, and customized advisory services.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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