Andrew Flattery
Flattery Wealth Management · North Kansas City, Missouri
Andrew Flattery is a fee-only financial advisor at Flattery Wealth Management in North Kansas City, Missouri, who holds the CFP credential. Flattery Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Tech employees
- Pre-retirees
Facts
| Firm | Flattery Wealth Management |
|---|---|
| Based in | North Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $17.5M across 215 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, KS, MO, TX · CRD 5282626 |
| Exams passed | Series 63 (2010) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bitcoinfinancialadvisorsnetwork.com/our-advisors/andy-flattery |
| Profile |
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Questions about Andrew
Is Andrew Flattery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Flattery Wealth Management 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, Flattery Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Flattery based?
Andrew Flattery is based in North Kansas City, Missouri.
What credentials does Andrew Flattery hold?
Andrew Flattery holds the CFP credential.
Is Andrew Flattery registered with the SEC?
Yes. Andrew Flattery is registered as an investment adviser representative in IA, KS, MO and TX (CRD 5282626), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flattery Wealth Management manage?
Flattery Wealth Management reports $17.5M across 215 accounts in assets under management.
How do I contact Andrew Flattery?
Through Andrew's website, bitcoinfinancialadvisorsnetwork.com/our-advisors/andy-flattery.
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
- Flattery Wealth Management 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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