Andrew Feldman
AJ Feldman Financial LLC · Deerfield, Illinois
Andrew Feldman is a fee-only financial advisor at AJ Feldman Financial LLC in Deerfield, Illinois, who holds the CFP credential. AJ Feldman Financial LLC reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Andrew →
Facts
| Firm | AJ Feldman Financial LLC |
|---|---|
| Based in | Deerfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $135.9M across 631 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, IN, MA, MI, PA · CRD 5146719 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ajfeldmanfinancial.com |
How Andrew's firm compares
- AJ Feldman Financial LLC's average account is about $215,000, from its Form ADV (assets managed divided by 631 accounts).
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
Is Andrew Feldman a fee-only financial advisor?
Yes. Andrew Feldman is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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, AJ Feldman Financial LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andrew Feldman based?
Andrew Feldman is based in Deerfield, Illinois.
What credentials does Andrew Feldman hold?
Andrew Feldman holds the CFP credential.
Is Andrew Feldman registered with the SEC?
Yes. Andrew Feldman is registered as an investment adviser representative in IL, IN, MA, MI and PA (CRD 5146719), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does AJ Feldman Financial LLC manage?
AJ Feldman Financial LLC reports $135.9M across 631 accounts in assets under management.
How do I contact Andrew Feldman?
Through Andrew's website, ajfeldmanfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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.
See something wrong? Request a correction. Read our methodology.