Andrew Laskaris
Altfest Personal Wealth Management · New York, New York
Andrew Laskaris is a fee-only financial advisor at Altfest Personal Wealth Management in New York, New York, who holds the CFP and CFA credentials. Altfest Personal Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Andrew →
Facts
| Firm | Altfest Personal Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.80B across 3,139 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NY · CRD 7412797 |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.altfest.com |
How Andrew's firm compares
- Altfest Personal Wealth Management's average account is about $573,000, from its Form ADV (assets managed divided by 3,139 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 Laskaris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Altfest Personal 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, Altfest Personal Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Laskaris based?
Andrew Laskaris is based in New York, New York.
What credentials does Andrew Laskaris hold?
Andrew Laskaris holds the CFP and CFA credentials.
Is Andrew Laskaris registered with the SEC?
Yes. Andrew Laskaris is registered as an investment adviser representative in NY (CRD 7412797), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altfest Personal Wealth Management manage?
Altfest Personal Wealth Management reports $1.80B across 3,139 accounts in assets under management.
How do I contact Andrew Laskaris?
Through Andrew's website, www.altfest.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.