Andrew Gjertsen
Engage Wealth Group · Northfield, Illinois
Andrew Gjertsen is a fee-only financial advisor at Engage Wealth Group in Northfield, Illinois. Engage Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Andrew →
Facts
| Firm | Engage Wealth Group |
|---|---|
| Based in | Northfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $119.5M across 266 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6220083 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.engagewealthgroup.com |
How Andrew's firm compares
- Engage Wealth Group's average account is about $449,000, from its Form ADV (assets managed divided by 266 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 Gjertsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Engage Wealth Group 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, Engage Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Gjertsen based?
Andrew Gjertsen is based in Northfield, Illinois.
Is Andrew Gjertsen registered with the SEC?
Yes. Andrew Gjertsen is registered as an investment adviser representative in IL (CRD 6220083), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Engage Wealth Group manage?
Engage Wealth Group reports $119.5M across 266 accounts in assets under management.
How do I contact Andrew Gjertsen?
Through Andrew's website, www.engagewealthgroup.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
- 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.
See something wrong? Request a correction. Read our methodology.