Andrew Driscoll
Lake Effect Wealth · Charlotte, North Carolina
Andrew Driscoll is a fee-only financial advisor at Lake Effect Wealth in Charlotte, North Carolina. Andrew charges an ongoing planning fee.
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Facts
| Firm | Lake Effect Wealth |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Ongoing planning fee |
| Assets under management | $18.3M across 43 accounts |
| SEC registration | Investment adviser representative in IL, NC · CRD 7210808 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lakeeffectwealth.com |
| Profile |
How Andrew's firm compares
- Lake Effect Wealth's average account is about $425,000, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Andrew
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.
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
- Lake Effect Wealth 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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