Andrew Pellegrino
Plum Street Advisors · Pitttsburgh, Pennsylvania
Andrew Pellegrino is a fee-only financial advisor at Plum Street Advisors in Pitttsburgh, Pennsylvania, who holds the CFP credential. Plum Street Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Plum Street Advisors |
|---|---|
| Based in | Pitttsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $462.8M across 616 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, LA, MA, PA · CRD 5005368 |
| Exams passed | Series 63 (2006) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.plumstreetadvisors.com |
How Andrew's firm compares
- Plum Street Advisors's average account is about $751,000, from its Form ADV (assets managed divided by 616 accounts).
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Questions about Andrew
Is Andrew Pellegrino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Plum Street Advisors 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, Plum Street Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrew Pellegrino based?
Andrew Pellegrino is based in Pitttsburgh, Pennsylvania.
What credentials does Andrew Pellegrino hold?
Andrew Pellegrino holds the CFP credential.
Is Andrew Pellegrino registered with the SEC?
Yes. Andrew Pellegrino is registered as an investment adviser representative in CA, FL, LA, MA and PA (CRD 5005368), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plum Street Advisors manage?
Plum Street Advisors reports $462.8M across 616 accounts in assets under management.
How do I contact Andrew Pellegrino?
Through Andrew's website, www.plumstreetadvisors.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
- 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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