Andrew
Fenton

Buckingham Strategic Partners, LLC

CRD#5562557
Investment Advisor
in Saint Louis, MO

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About this Advisor

Andrew Fenton is a certified financial planner who works out of Saint Louis, Missouri. Fenton is on the advisory team at Buckingham Strategic Partners, LLC. Their career trajectory has included roles at Edward Jones, First Element Insurance Planners, The Leaders Group, Inc and Buckingham Strategic Wealth, LLC. Fenton holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in Missouri. Buckingham Strategic Partners, LLC is a company operating out of Saint Louis, MO. It manages $21 billion in assets under management between its 68,842 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 89 charities and foundations. Of its 68,842 customer accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules typically vary depending on the type of financial services offered. However, fees billed by Buckingham Strategic Partners, LLC most likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

8182 Maryland Avenue Suite 500
Saint Louis, MO 63105

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Buckingham Strategic Partners, LLC Brokerage Details

Total Assets Under Management

$20,796,940,159

MO Average: $11,469,110,461
Total Number of Employees

584

MO Average: 458
Total Number of Accounts

68,842

MO Average: 33,415
Average Account Size

$302,097

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Andrew Fenton Work History

Andrew has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Buckingham Strategic Wealth, LLC

2019 - 2023 (4 years)

The Leaders Group, Inc

2018 - 2023 (5 years)

First Element Insurance Planners

2013 - 2018 (5 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Fenton 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 Buckingham Strategic Partners, LLC

Benjamin Slater
Denver, CO
Kevin Carlton
Saint Louis, MO
Carter Schmid
Saint Louis, MO
Andrew Fenton
Saint Louis, MO
Benjamin Hoefft
Saint Louis, MO
Jeffery Yorg
Saint Louis, MO
Kurt Wunderlich
Saint Louis, MO
Eric Kohlmeister
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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