Andrew Hellstedt
KMG Fiduciary Partners · Charlotte, North Carolina
Andrew Hellstedt is a fee-only financial advisor at KMG Fiduciary Partners in Charlotte, North Carolina. KMG Fiduciary Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | KMG Fiduciary Partners |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.67B across 3,934 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7777482 |
| Exams passed | Series 66 (2023) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | kmgfp.com |
How Andrew's firm compares
- KMG Fiduciary Partners's average account is about $425,000, from its Form ADV (assets managed divided by 3,934 accounts).
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Questions about Andrew
Is Andrew Hellstedt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and KMG Fiduciary Partners 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, KMG Fiduciary Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Hellstedt based?
Andrew Hellstedt is based in Charlotte, North Carolina.
Is Andrew Hellstedt registered with the SEC?
Yes. Andrew Hellstedt is registered as an investment adviser representative in NC (CRD 7777482), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KMG Fiduciary Partners manage?
KMG Fiduciary Partners reports $1.67B across 3,934 accounts in assets under management.
How do I contact Andrew Hellstedt?
Through Andrew's website, kmgfp.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
- KMG Fiduciary Partners 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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