# Andrew Russell

> Andrew Russell is a fee-only financial advisor at Dean Roland Russell Family Wealth Management in San Diego, California, who holds the CFP credential. Andrew charges a percentage of assets and focuses on estate & legacy planning, family wealth transfer and pension planning.

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

## Facts

- **Firm:** Dean Roland Russell Family Wealth Management
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $351.2M across 555 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer, Pension planning, Retirement planning
- **Works with:** Ultra high net worth
- **CRD:** 4046929 (https://adviserinfo.sec.gov/individual/summary/4046929)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2000)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.drrwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Dean Roland Russell Family 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 charges a percentage of assets.

### Where is Andrew Russell based?

Andrew Russell is based in San Diego, California.

### What does Andrew specialize in?

Andrew's specialties include estate & legacy planning, family wealth transfer, pension planning and retirement planning. Andrew works with ultra high net worth.

### What credentials does Andrew Russell hold?

Andrew Russell holds the CFP credential.

### Is Andrew Russell registered with the SEC?

Yes. Andrew Russell is registered as an investment adviser representative in CA (CRD 4046929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dean Roland Russell Family Wealth Management manage?

Dean Roland Russell Family Wealth Management reports $351.2M across 555 accounts in assets under management.

### How do I contact Andrew Russell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4046929): 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://drrwealth.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.