Andrew Shibley
Advisor at Afton Advisors, LLC
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.
Advisor at Afton Advisors, LLC
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
Afton Advisors, LLC
Location
Portage, MI
Credentials
CFP®, Series 66
Industry experience
7 years
Comprehensive financial plan flat fee of $3,000; One-time review or AMA sessions at $900 per engagement.
Fee-only: Comprehensive financial planning: $3,000 flat fee; One-meeting review or AMA sessions: $900 per engagement; Combined ongoing financial planning and investment management service: $8,000 annual fee, paid quarterly in arrears.
Afton Advisors, LLC
2024 - Present (2 years)
SageSpring Wealth Partners
2022 - 2023 (1 year)
Access Team
2021 - 2023 (2 years)
Raymond James Financial Services, inc.
2019 - 2023 (4 years)
Non-Variable Insurance
2019 - 2023 (4 years)
Southwestern Investment Advisory Services (SWIAS)
2019 - 2022 (3 years)
Southwestern Investment Group
2019 - 2022 (3 years)
Park Avenue securities
2014 - 2019 (5 years)
Guardian Life Insurance Co.
2014 - 2019 (5 years)
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