Andrew Prentice
Prentice Financial Planning · Olympia, Washington
Andrew Prentice is a fee-only financial advisor at Prentice Financial Planning in Olympia, Washington, who holds the CFP credential. Andrew focuses on retirement planning, tax planning and estate & legacy planning. Prentice Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Prentice Financial Planning |
|---|---|
| Based in | Olympia, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $97.3M across 519 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 5011928 |
| Exams passed | Series 66 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.prenticefp.com |
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Questions about Andrew
Is Andrew Prentice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Prentice Financial Planning 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, Prentice Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Andrew charge?
According to Prentice Financial Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Andrew Prentice based?
Andrew Prentice is based in Olympia, Washington.
What does Andrew specialize in?
Andrew's specialties include retirement planning, tax planning and estate & legacy planning. Andrew works with retirees and pre-retirees.
What credentials does Andrew Prentice hold?
Andrew Prentice holds the CFP credential.
Is Andrew Prentice registered with the SEC?
Yes. Andrew Prentice is registered as an investment adviser representative in TX and WA (CRD 5011928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prentice Financial Planning manage?
Prentice Financial Planning reports $97.3M across 519 accounts in assets under management.
How do I contact Andrew Prentice?
Through Andrew's website, www.prenticefp.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
- Prentice Financial Planning 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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