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Andrew W Scheffer

Core Planning

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About Andrew W Scheffer

Andrew W. Scheffer is a financial advisor with Core Planning. Andrew has been in the industry since 2001 and has a strong background in providing investment and financial planning services to individuals and families. Andrew is a licensed advisor in California and Missouri. Before joining Core Planning, Andrew was associated with Fidelity Brokerage Services LLC, Edward Jones, UBS Financial Services Inc., Banc of America Securities LLC, and Morgan Stanley & Co., Incorporated. Andrew holds the Series 3, 7, 66, and SIE licenses.

Firm Information

Andrew Scheffer is currently registered with Core Planning. Core Planning is an investment advisor with a focus on financial planning and portfolio management for individuals and high-net-worth individuals. They manage over $62 million in assets for 756 clients. The firm has 4 licensed agents and 32 investment advisor representatives.

$62.25M

Assets Under Management

Not reported

Total Clients

29

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 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 Scheffer’s Registration & Firm History

NY

05/10/2024 - Present

Core Planning (Scarsdale NY)

NY

10/20/2022 - 10/25/2023

FIDELITY BROKERAGE SERVICES LLC (SCARSDALE NY)

NY

02/11/2019 - 09/02/2022

EDWARD JONES (SCARSDALE NY)

NY

10/24/2002 - 08/26/2009

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

01/16/2002 - 08/12/2002

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

10/09/2001 - 11/29/2001

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/16/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2002

Series 3 - National Commodity Futures Examination

BC

Issued 10/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew W Scheffer.
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