Andrew
Hipple
Lane Hipple - Wealth Management Group
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About this Advisor
Andrew Hipple is a certified financial planner who works out of Moorestown, New Jersey with a total of 10 years of industry experience. Hipple currently works for Lane Hipple - Wealth Management Group. Throughout their career, they have worked at Lane & Associates LLC, Vsr Financial Services Inc, Vsr Advisory Services Inc and Purshe Kaplan Sterling Investments. Hipple has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Lane Hipple - Wealth Management Group is a financial advisory business headquartered in Moorestown, NJ. It has $256 million in assets among its 867 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises two charitable organizations. Of its 867 client accounts, 20% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which service is provided. However, fee types billed by Lane Hipple - Wealth Management Group likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lane Hipple - Wealth Management Group Brokerage Details
$256,399,382
7
867
$295,732
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Hipple Work History
Andrew has been registered as a financial advisor for 10 years.*
Purshe Kaplan Sterling Investments
Lane & Associates LLC
Purshe Kaplan Sterling Investments
Vsr Financial Services Inc
Vsr Advisory Services Inc
*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 Hipple 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 Lane Hipple - Wealth Management Group
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
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.
