Andrew Fallwell
Lever Wealth Management · Evansville, Indiana
Andrew Fallwell is a fee-only financial advisor at Lever Wealth Management in Evansville, Indiana, who holds the CFP and CFA credentials. Lever Wealth Management reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lever Wealth Management |
|---|---|
| Based in | Evansville, Indiana |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $50.0M across 98 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IN, TX · CRD 6437443 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Andrew's firm compares
- Lever Wealth Management's average account is about $510,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Andrew
Is Andrew Fallwell a fee-only financial advisor?
Yes. Andrew Fallwell is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.
How does Andrew charge for financial advice?
Andrew's firm, Lever Wealth Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Fallwell based?
Andrew Fallwell is based in Evansville, Indiana.
What credentials does Andrew Fallwell hold?
Andrew Fallwell holds the CFP and CFA credentials.
Is Andrew Fallwell registered with the SEC?
Yes. Andrew Fallwell is registered as an investment adviser representative in IN and TX (CRD 6437443), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lever Wealth Management manage?
Lever Wealth Management reports $50.0M across 98 accounts in assets under management.
How do I contact Andrew Fallwell?
Contact details aren't on file yet. Search for Lever Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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