Andrew Damico
Roffman Miller Wealth Management · Philadelphia, Pennsylvania
Andrew Damico is a fee-only financial advisor at Roffman Miller Wealth Management in Philadelphia, Pennsylvania, who holds the CFA credential. Andrew focuses on retirement planning and family wealth transfer. Roffman Miller Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Roffman Miller Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.20B across 1,599 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 4228399 |
| Exams passed | Series 63 (2015) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.roffmanmiller.com |
How Andrew's firm compares
- Roffman Miller Wealth Management's average account is about $2.0 million, from its Form ADV (assets managed divided by 1,599 accounts).
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Questions about Andrew
Is Andrew Damico a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Roffman Miller Wealth Management 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, Roffman Miller Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrew Damico based?
Andrew Damico is based in Philadelphia, Pennsylvania.
What does Andrew specialize in?
Andrew's specialties include retirement planning and family wealth transfer. Andrew works with pre-retirees, retirees and multi-generational families.
What credentials does Andrew Damico hold?
Andrew Damico holds the CFA credential.
Is Andrew Damico registered with the SEC?
Yes. Andrew Damico is registered as an investment adviser representative in PA (CRD 4228399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roffman Miller Wealth Management manage?
Roffman Miller Wealth Management reports $3.20B across 1,599 accounts in assets under management.
How do I contact Andrew Damico?
Through Andrew's website, www.roffmanmiller.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
- Roffman Miller Wealth Management 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.
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