# Andrew Castleberry

> Andrew Castleberry is a fee-only financial advisor at truFP in Cumming, Georgia. Andrew charges a percentage of assets and an ongoing planning fee (ongoing planning from $2,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/andrew-castleberry/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** truFP
- **Based in:** Cumming, Georgia
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $2,000 a year; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $421.7M across 2,645 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6691690 (https://adviserinfo.sec.gov/individual/summary/6691690)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.trufp.com

## Frequently asked questions

### Is Andrew Castleberry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and truFP 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 charges a percentage of assets and an ongoing planning fee.

### How much does Andrew charge?

According to truFP's website, checked October 30, 2026: ongoing planning from $2,000 a year; 1% a year on the first tier of assets managed.

### Where is Andrew Castleberry based?

Andrew Castleberry is based in Cumming, Georgia.

### What does Andrew specialize in?

Andrew's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Andrew works with retirees and pre-retirees.

### Is Andrew Castleberry registered with the SEC?

Yes. Andrew Castleberry is registered as an investment adviser representative in GA (CRD 6691690), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does truFP manage?

truFP reports $421.7M across 2,645 accounts in assets under management.

### How do I contact Andrew Castleberry?

Through Andrew's website, www.trufp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6691690): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://trufp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.