Andrew
Baron

Spire Wealth Management, LLC

CRD#6925994
Investment Advisor
in Mc Lean, VA

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About this Advisor

Andrew Baron is a financial advisor who works in Mc Lean, Virginia who has 1 year of industry experience. Baron is on the advisory team at Spire Wealth Management, LLC. Baron has gained experience at Spire Investment Partners, Costco Wholesale Corporation, Marriott International, Trump National Golf Club and University Of Kentucky. Baron holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Virginia. Spire Wealth Management, LLC is a business based out of Mc Lean, VA. The company has offices in 45 locations and a total of 138 employees. It manages $4 billion in assets under management between its 14,882 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 35 charitable organizations. Of its 14,882 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Spire Wealth Management, LLC performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services are provided. Fee types billed by Spire Wealth Management, LLC can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7901 Jones Branch Dr., #810
Mc Lean, VA 22102

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,880,542,514

VA Average: $1,835,309,194
Total Number of Employees

138

VA Average: 32
Total Number of Accounts

14,882

VA Average: 1,458
Average Account Size

$260,754

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Andrew Baron Work History

Andrew has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Spire Investment Partners

2015 - 2018 (3 years)

Costco Wholesale Corporation

2014 - 2015 (1 year)

Marriott International

2013 - 2013 (< 1 year)

Trump National Golf Club

2011 - 2015 (4 years)

University Of Kentucky

*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 Baron 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 Spire Wealth Management, LLC

Courtney Smith
Mc Lean, VA
Michael Erbaio
Fort Lauderdale, FL
David Canham
Alexandria, VA
Mark Doughty
Mc Lean, VA
Scott Fewin
Charlotte, NC
Christopher Pratt
Bethesda, MD
Marcus Malone
Mc Lean, VA
Scott Aabel
Mc Lean, VA

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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