# Andrew Machata

> Andrew Machata is a fee-only financial advisor at Semper Wealth Management in Oviedo, Florida, who holds the CFP credential. Andrew focuses on small business owners. Semper Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-machata/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Semper Wealth Management
- **Based in:** Oviedo, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $10.8M across 51 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners
- **CRD:** 5571853 (https://adviserinfo.sec.gov/individual/summary/5571853)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.semperwm.com

## Frequently asked questions

### Is Andrew Machata a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Semper 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, Semper Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrew Machata based?

Andrew Machata is based in Oviedo, Florida.

### What does Andrew specialize in?

Andrew's specialties include small business owners.

### What credentials does Andrew Machata hold?

Andrew Machata holds the CFP credential.

### Is Andrew Machata registered with the SEC?

Yes. Andrew Machata is registered as an investment adviser representative in TX (CRD 5571853), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Semper Wealth Management manage?

Semper Wealth Management reports $10.8M across 51 accounts in assets under management.

### How do I contact Andrew Machata?

Through Andrew's website, www.semperwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5571853): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.semperwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.