Advisor at Andover Advisory Group
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
Andover Advisory Group
Location
North Andover, MA 01845
Credentials
ChFC®, Series 63, Series 65
Industry experience
44 years
Jeffrey Shank is a financial advisor at Andover Advisory Group with over 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has been associated with Cambridge Investment Research Advisors since 2014. Outside of his advisory work, he serves on the board of the Kiwanis Club of Greater Lawrence and hosts a weekly live radio show and podcast. Andover Advisory Group provides comprehensive financial planning and tax preparation services to individual and high-net-worth clients, focusing on written plans covering investments, taxes, estate, and retirement issues. The firm emphasizes client risk assessment and asset allocation based on Modern Portfolio Theory but does not recommend specific securities or exercise investment discretion.
Based on Andover Advisory Group
Fixed fee for financial planning services: $2,000 total, with payment schedule as detailed.
Compensation received by registered representative for sale of securities and insurance products; commissions received but are not the primary source of advisory compensation.
$150 per hour for financial planning and tax preparation services.
Fee-only: Fixed fee of $2,000 for comprehensive financial planning (with initial $750 due upon signing and balance invoiced in installments). Hourly fee of $150 per hour for financial planning and tax preparation services.
800 Turnpike Street, Suite 300
North Andover, MA 01845
Massachusetts · New Hampshire
Cambridge Investment Research Advisors, INC
2014 - Present (12 years)
Cambridge investment Research, Inc
2014 - Present (12 years)
Jeffrey A. Shank
1996 - Present (30 years)
Andover Advisory Group
1996 - Present (30 years)
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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.
Is not active or affiliated with:
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.
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