Andrew Peters
Oakbourne Advisors · Berkeley Heights, New Jersey
Andrew Peters is a fee-only financial advisor at Oakbourne Advisors in Berkeley Heights, New Jersey. Oakbourne Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oakbourne Advisors |
|---|---|
| Based in | Berkeley Heights, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $347.9M across 1,072 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5548991 |
| Exams passed | Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | oakbourneadvisors.com |
| Profile |
How Andrew's firm compares
- Oakbourne Advisors's average account is about $325,000, from its Form ADV (assets managed divided by 1,072 accounts).
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Questions about Andrew
Is Andrew Peters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Oakbourne 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, Oakbourne Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Peters based?
Andrew Peters is based in Berkeley Heights, New Jersey.
Is Andrew Peters registered with the SEC?
Yes. Andrew Peters is registered as an investment adviser representative in NJ (CRD 5548991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oakbourne Advisors manage?
Oakbourne Advisors reports $347.9M across 1,072 accounts in assets under management.
How do I contact Andrew Peters?
Through Andrew's website, oakbourneadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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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