Andrew
Avellan
The Philadelphia Wealth Management Co.
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About this Advisor
Andrew Avellan has been in practice for 15 years and has been a certified financial planner (CFP®) since 2011. He is also a chartered financial consultant (ChFC), a chartered life underwriter (CLU) and a holder of Series 7, Series 66 and Series 24 licenses. He graduated from Loyola University Maryland in 2003 with a degree in economics and philosophy. He's been published in the Wall Street Journal and he's a recurring contributor to Investopedias Ask an Advisor section. Avellan is the founding partner of The Philadelphia Wealth Management Co., which is located in Bala Cynwyd, Pennsylvania. The firm partnered with Dimensional Fund Advisors (DFA) in 2013. DFA has created the cornerstone of the firm's investment philosophy, which emphasizes diversification and cost efficiency. It is in the bringing together of these investment ideas and a comprehensive financial plan where Avellan says he feels he and the firm add the most value to helping clients to build and protect their wealth. He relies on diversification and awareness, as well as comprehensive and holistic investigation to manage risk in his clients' portfolios. Though Avellan is licensed to serve clients in Pennsylvania, North Carolina, Florida, Washington, Virginia, New Jersey and Washington, D.C., he primarily serves clients in Philadelphia. He requires investable assets of $100,000 as an account minimum and specializes in working with executives. Avellan offers a range of services, including wealth management. He communicates with clients on at least a quarterly basis, though this may vary depending on the client. Avellan is a fee-based financial advisor. In addition to advisory services, he offers insurance and broker-dealer services. He charges clients based on a percentage of their assets under management, with fees ranging from 0.8% to 1.3% for clients with less than $5 million in assets.
Certifications and Registrations
Services Offered
Fee Structure
Fiduciary
Office Location
Phone Number
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Advisor Certifications and Licenses
CFP®
Series 7
Series 66
ChFC®
Series 24
CLU®
Investment Advisory Services
- Wealth Management
Andrew Avellan Work History
The Philadelphia Wealth Management Co.
Disclosures
Please visit the SEC profile of Andrew Avellan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
