Andrew Machata
Semper Wealth Management · Oviedo, Florida
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.
Request an introduction to Andrew →
Specialties
Facts
| Firm | Semper Wealth Management |
|---|---|
| Based in | Oviedo, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.8M across 51 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5571853 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.semperwm.com |
| Profile |
How Andrew's firm compares
- Semper Wealth Management's average account is about $212,000, from its Form ADV (assets managed divided by 51 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 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.
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
- Semper Wealth Management 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.
See something wrong? Request a correction. Read our methodology.