Andrew
Fairbanks

De Groote Financial Group, LLC

CRD#7783995
Investment Advisor
in Westlake Village, CA

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About this Advisor

Andrew Fairbanks is a financial advisor based in Westlake Village, California, working with De Groote Financial Group, LLC. Andrew has previously held positions at De Groote Financial Group, Microvellum Software, Godspeak Calvary Chapel, and Student. Andrew has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Andrew is part of De Groote Financial Group, LLC, which operates out of Westlake Village, California. The firm has 1 office and 7 employees. The firm manages assets totaling $648.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at De Groote Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3013 Willow Lane
Westlake Village, CA 91361

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De Groote Financial Group, LLC Brokerage Details

Total Assets Under Management

$648,145,238

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

1,981

CA Average: 3,727
Average Account Size

$327,181

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Andrew Fairbanks Work History

2023 - Present (1 year)

De Groote Financial Group

2022 - 2023 (1 year)

Godspeak Calvary Chapel

2021 - 2022 (1 year)

Student

2020 - 2021 (1 year)

Microvellum Software

2013 - 2020 (7 years)

Student

Disclosures

Please visit the SEC profile of Andrew Fairbanks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at De Groote Financial Group, LLC

Andrew Fairbanks
Westlake Village, CA
Bruce Lacey
Westlake Village, CA
Douglas Degroote
Westlake Village, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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