# Andrew Driscoll

> Andrew Driscoll is a fee-only financial advisor at Lake Effect Wealth in Charlotte, North Carolina. Andrew charges an ongoing planning fee.

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

## Facts

- **Firm:** Lake Effect Wealth
- **Based in:** Charlotte, North Carolina
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $18.3M across 43 accounts
- **CRD:** 7210808 (https://adviserinfo.sec.gov/individual/summary/7210808)
- **SEC registration:** Investment adviser representative in IL, NC
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.lakeeffectwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Lake Effect Wealth 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 an ongoing planning fee.

### Where is Andrew Driscoll based?

Andrew Driscoll is based in Charlotte, North Carolina.

### Is Andrew Driscoll registered with the SEC?

Yes. Andrew Driscoll is registered as an investment adviser representative in IL and NC (CRD 7210808), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lake Effect Wealth manage?

Lake Effect Wealth reports $18.3M across 43 accounts in assets under management.

### How do I contact Andrew Driscoll?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7210808): 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://www.lakeeffectwealth.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.