Andrea
Spieth
Professional Planning Group
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About this Advisor
Andrea Spieth is a financial advisor based in Westerly, Rhode Island with 4 years of relevant experience. Spieth is currently employed by Professional Planning Group. Their career trajectory has included roles at Morgan Stanley, New England Professional Planning Group, Professional Planning Group, Raymond James Financial Services, Inc and Webster Investments. Spieth maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Rhode Island and Texas. Professional Planning Group is a financial advisory company based out of Westerly, RI. It manages $937 million in assets under management between its 2,378 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 2,378 accounts, 21% are associated with high-net-worth clients who have at least $1 million in assets. The firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on the financial services provided. However, fees billed by Professional Planning Group likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Professional Planning Group Brokerage Details
$937,180,405
18
2,378
$394,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Andrea Spieth Work History
Andrea has been registered as a financial advisor for 4 years.*
New England Professional Planning Group
Professional Planning Group
Raymond James Financial Services, Inc
Webster Investments
Morgan Stanley
*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 Andrea Spieth 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 Professional Planning Group
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
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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.
