Andrew Mastro
Wrought Financial Planning · Haddonfield, New Jersey
Andrew Mastro is a fee-only financial advisor at Wrought Financial Planning in Haddonfield, New Jersey, who holds the CFP and CFA credentials. Andrew charges an ongoing planning fee and a flat fee or retainer and focuses on equity compensation, student loans and small business owners.
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Specialties
Who they serve
- Founders
- Tech employees
- High earners
- Physicians
- Mid-life transitions
Facts
| Firm | Wrought Financial Planning |
|---|---|
| Based in | Haddonfield, New Jersey |
| Fee model | Ongoing planning fee · Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $44.2M across 327 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NJ, PA · CRD 4980327 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wroughtfp.com |
| Profile |
How Andrew's firm compares
- Wrought Financial Planning's average account is about $135,000, from its Form ADV (assets managed divided by 327 accounts).
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Questions about Andrew
Is Andrew Mastro a fee-only financial advisor?
Yes. Andrew Mastro is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.
How does Andrew charge for financial advice?
Andrew charges an ongoing planning fee and a flat fee or retainer.
Does Andrew work with clients virtually?
Yes. Wrought Financial Planning says on its website that it works with clients remotely.
Where is Andrew Mastro based?
Andrew Mastro is based in Haddonfield, New Jersey.
What does Andrew specialize in?
Andrew's specialties include equity compensation, student loans, small business owners, tax planning and estate & legacy planning. Andrew works with founders, tech employees, high earners, physicians and mid-life transitions.
What credentials does Andrew Mastro hold?
Andrew Mastro holds the CFP and CFA credentials.
Is Andrew Mastro registered with the SEC?
Yes. Andrew Mastro is registered as an investment adviser representative in NJ and PA (CRD 4980327), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wrought Financial Planning manage?
Wrought Financial Planning reports $44.2M across 327 accounts in assets under management.
How do I contact Andrew Mastro?
Through Andrew's website, wroughtfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Haddonfield
Other advisors in New Jersey who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Wrought Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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