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Andrew Knachel

Oliver Wealth Management

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About Andrew Knachel

Andrew Knachel is a financial advisor at Oliver Wealth Management, located in Towson, MD. Andrew holds a Series 65 license and is registered with the state of Maryland. Andrew provides financial planning and portfolio management services to individual and high net worth clients.

Firm Information

Andrew Knachel is currently registered with Oliver Wealth Management. Oliver Wealth Management is a financial advisory firm based in TOWSON, MD. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They have a team of 3 licensed agents and 4 investment advisor representatives who manage approximately $290 million in assets for 1,500 clients.
Oliver Wealth Management

901 DULANEY VALLEY ROAD

TOWSON, MD 21204

$290.00M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Knachel’s Registration & Firm History

MD

07/10/2024 - Present

Oliver Wealth Management (TOWSON MD)

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Licenses & Designations

IA

Issued 07/10/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Knachel.
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