Advisor at Andrew Garrett Inc.
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
Andrew Garrett Inc.
Location
Anderson, SC
Credentials
Series 63, Series 66
Industry experience
34 years
Richard Biele is a financial advisor at Andrew Garrett, Inc. in Anderson, SC, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Outside of his advisory work, he is involved with Brack Advisors LLC and Bucks Capital. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model utilizing various sub-advisers and program sponsors to implement diverse strategies tailored to client suitability profiles.
Based on Andrew Garrett Inc.
Based on Andrew Garrett Inc.
$1,000 to $15,000 flat fee for financial planning services.
$0+: Up to 2.80% annually (negotiable, maximum fee) $50,000 - $500,000: Varies by AssetMark Wealth platform tier (maximum annual fee 2.00%, fees tiered by asset size and investment solution)
Commissions earned on insurance and broker/dealer transactions separate from advisory fees.
$100 to $400 per hour for financial planning services.
Account minimum: $5,000
Anderson, SC
California · Colorado · Connecticut · Florida · Georgia · Illinois · Louisiana · Massachusetts · New Jersey · New York · Ohio · Pennsylvania · Puerto Rico · South Carolina
Andrew Garrett, Inc.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 63, Series 65
Anderson, SC
Flourish Financial Life Planning
Series 63, Series 66
Anderson, SC
Wealth Management Advisors, LLC
Series 63, Series 65
Williamston, SC
LifeTyme Financial Advisors, LLC
Series 63, Series 65
Anderson, SC
Andrew Garrett Inc.
Series 63, Series 65
Belton, SC
Valic Financial Advisors
Series 63, Series 66
Anderson, SC
Trustmont Advisory Group, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")