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Andrew P. Kling

RWA Wealth Partners

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About Andrew P. Kling

Andrew Kling is an active investment advisor representative with RWA Wealth Partners, registered in Massachusetts, Texas, and California. Andrew has been in the industry since 2005 and has previously worked with J.P. MORGAN SECURITIES LLC and CHARLES SCHWAB & CO., INC.. Andrew's professional designations include Series 66, Series 7, and SIE. Andrew provides financial planning, portfolio management for individuals and businesses, and estate planning services. Andrew is a specialist in investment strategies and works with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Andrew Kling is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

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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percentage of assets

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

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other

Model provider fee

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Andrew Kling’s Registration & Firm History

MA

03/01/2023 - Present

RWA Wealth Partners (NEWTON MA)

MA

02/16/2021 - 08/03/2021

J.P. MORGAN SECURITIES LLC (Somerville MA)

MA

02/11/2005 - 02/03/2021

CHARLES SCHWAB & CO., INC. (Chestnut Hill MA)

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Licenses & Designations

BOTH

Issued 06/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew P. Kling.
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