Andrew Bucksner
Wick Capital Partners · Wayne, Pennsylvania
Andrew Bucksner is a fee-only financial advisor at Wick Capital Partners in Wayne, Pennsylvania, who holds the CFP credential. Andrew focuses on estate & legacy planning, tax planning and family wealth transfer. Wick Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Andrew →
Specialties
Facts
| Firm | Wick Capital Partners |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $929.7M across 1,179 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6431117 |
| Exams passed | Series 63 (2015) · Series 66 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.wickcapitalpartners.com |
How Andrew's firm compares
- Wick Capital Partners's average account is about $789,000, from its Form ADV (assets managed divided by 1,179 accounts).
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
Is Andrew Bucksner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Wick Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Wick Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Bucksner based?
Andrew Bucksner is based in Wayne, Pennsylvania.
What does Andrew specialize in?
Andrew's specialties include estate & legacy planning, tax planning and family wealth transfer.
What credentials does Andrew Bucksner hold?
Andrew Bucksner holds the CFP credential.
Is Andrew Bucksner registered with the SEC?
Yes. Andrew Bucksner is registered as an investment adviser representative in PA (CRD 6431117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wick Capital Partners manage?
Wick Capital Partners reports $929.7M across 1,179 accounts in assets under management.
How do I contact Andrew Bucksner?
Through Andrew's website, www.wickcapitalpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wick Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.