Andrew McDirmid
Lodestone Wealth Management · Spokane, Washington
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Lodestone Wealth Management |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $346.5M across 717 accounts |
| SEC registration | Investment adviser representative in FL, ID, TX, WA · CRD 7157564 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lodestonewm.com |
| Profile |
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Questions about Andrew
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.
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
- Lodestone 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.
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