Andrew Herzog
The Watchman Group · Plano, Texas
Andrew Herzog is a fee-only financial advisor at The Watchman Group in Plano, Texas, who holds the CFP credential. Andrew focuses on tax planning. The Watchman Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | The Watchman Group |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $639.7M across 1,128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7239652 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.watchmangroup.com |
How Andrew's firm compares
- The Watchman Group's average account is about $567,000, from its Form ADV (assets managed divided by 1,128 accounts).
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Questions about Andrew
Is Andrew Herzog a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and The Watchman 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, The Watchman Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Herzog based?
Andrew Herzog is based in Plano, Texas.
What does Andrew specialize in?
Andrew's specialties include tax planning.
What credentials does Andrew Herzog hold?
Andrew Herzog holds the CFP credential.
Is Andrew Herzog registered with the SEC?
Yes. Andrew Herzog is registered as an investment adviser representative in TX (CRD 7239652), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Watchman Group manage?
The Watchman Group reports $639.7M across 1,128 accounts in assets under management.
How do I contact Andrew Herzog?
Through Andrew's website, www.watchmangroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on tax planning
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
- The Watchman Group 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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