Andrew Dziedzic
Prepared Retirement Institute · Montgomeryville, Pennsylvania
Andrew Dziedzic is a fee-only financial advisor at Prepared Retirement Institute in Montgomeryville, Pennsylvania. Prepared Retirement Institute reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Prepared Retirement Institute |
|---|---|
| Based in | Montgomeryville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $307.6M across 818 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4843929 |
| Exams passed | Series 63 (2004) · Series 65 (2013) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | thewidowempowerment.blubrry.net |
| Profile |
How Andrew's firm compares
- Prepared Retirement Institute's average account is about $376,000, from its Form ADV (assets managed divided by 818 accounts).
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Questions about Andrew
Is Andrew Dziedzic a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Prepared Retirement Institute 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, Prepared Retirement Institute, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andrew Dziedzic based?
Andrew Dziedzic is based in Montgomeryville, Pennsylvania.
Is Andrew Dziedzic registered with the SEC?
Yes. Andrew Dziedzic is registered as an investment adviser representative in PA (CRD 4843929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Prepared Retirement Institute manage?
Prepared Retirement Institute reports $307.6M across 818 accounts in assets under management.
How do I contact Andrew Dziedzic?
Through Andrew's website, thewidowempowerment.blubrry.net.
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
- 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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