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 financial advisor based in Saint Louis, Missouri, working with Buckingham Strategic Partners, LLC. Andrew has previously held positions at Edward Jones, First Element Insurance Planners, The Leaders Group, Inc, and Buckingham Strategic Wealth, LLC. Andrew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Andrew is part of Buckingham Strategic Partners, LLC, which operates out of Saint Louis, Missouri. The firm has 645 employees and manages assets totaling $27.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Buckingham Strategic Partners, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

$27,226,350,403

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

645

MO Average: 458
Total Number of Accounts

81,196

MO Average: 33,415
Average Account Size

$335,316

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

2023 - Present (2 years)

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

Created with Highcharts 6.0.7

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

Matthew Miller
Saint Louis, MO
Seng Saechao
Saint Louis, MO
Justin Cox
Saint Louis, MO
Jeffery Yorg
Saint Louis, MO
Matthew Glazier
Saint Louis, MO
Michael Ozburn
Lookout Mountain, TN
Jose Camarena
Saint Louis, MO
Leanne Geer
Saint Louis, MO

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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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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