Andrews Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,766,581
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
77
8% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
77
HighAverage account size
$243,722
About
Andrews Wealth Management is a fee-only advisory firm that provides portfolio management and standalone financial planning to individuals, families, and trusts, generally serving clients with net worth above $500,000. The firm manages roughly $19.5 million for about 77 clients through a two-advisor team and offers flat-fee financial plans that are updated annually.
The firm uses a blend of fundamental and technical analysis to construct individualized investment policy statements and ongoing portfolio monitoring, with reviews typically conducted quarterly or semi-annually. Portfolios are tailored to each client’s goals, time horizon, and risk tolerance, and the firm may use covered-call options on dividend-paying securities for income in accounts where an options agreement is in place.
A distinctive feature is the firm’s affiliation with a separate tax, accounting, and insurance practice; the firm’s principal is a certified public accountant and certified financial planner who spends a significant portion of time on those affiliated activities. The brochure discloses that clients may occasionally be offered commissionable products through the affiliated business, and it also notes a recent custodian transition—TradePMR was acquired by Robinhood Markets in 2025 but is operating as a standalone subsidiary.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Flat fee for stand-alone financial plans; minimum $2,900 initial plan
$1 - $999,999: 1.65% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $5,000,000: 0.50% Above $5,000,000+: 0.25%
Minimum fee: $2,900 for initial financial plans; $1,900 per annual update ($475 per quarter) Fee-only: Fee-only advisory with no commissions accepted; fees are based on assets under management and fixed fees for plans
Main office location
Andrews Wealth Management, LLC
1549 Boettler Road, Suite C
Uniontown OH 44685, United States
Number of offices
1
Most active in
Andrews Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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