# Andrew McDirmid

> Andrew McDirmid is a fee-only financial advisor at Lodestone Wealth Management in Spokane, Washington. Andrew focuses on retirement planning, tax planning and small business owners. Lodestone Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Lodestone Wealth Management
- **Based in:** Spokane, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $346.5M across 717 accounts
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees, Early-career professionals
- **CRD:** 7157564 (https://adviserinfo.sec.gov/individual/summary/7157564)
- **SEC registration:** Investment adviser representative in FL, ID, TX, WA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.lodestonewm.com

## Frequently asked questions

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

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

### Where is Andrew McDirmid based?

Andrew McDirmid is based in Spokane, Washington.

### What does Andrew specialize in?

Andrew's specialties include retirement planning, tax planning and small business owners. Andrew works with retirees, pre-retirees and early-career professionals.

### Is Andrew McDirmid registered with the SEC?

Yes. Andrew McDirmid is registered as an investment adviser representative in FL, ID, TX and WA (CRD 7157564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Lodestone Wealth Management manage?

Lodestone Wealth Management reports $346.5M across 717 accounts in assets under management.

### How do I contact Andrew McDirmid?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7157564): 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://lodestonewm.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.