Andrew Safir
Safir Wealth Advisors · Greenland, New Hampshire
Andrew Safir is a fee-only financial advisor at Safir Wealth Advisors in Greenland, New Hampshire, who holds the CFP credential. Safir Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Safir Wealth Advisors |
|---|---|
| Based in | Greenland, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $198.2M across 186 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 5951152 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.safiradvisors.com |
| Profile |
How Andrew's firm compares
- Safir Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 186 accounts).
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Questions about Andrew
Is Andrew Safir a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Safir Wealth 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, Safir Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Safir based?
Andrew Safir is based in Greenland, New Hampshire.
What credentials does Andrew Safir hold?
Andrew Safir holds the CFP credential.
Is Andrew Safir registered with the SEC?
Yes. Andrew Safir is registered as an investment adviser representative in NH (CRD 5951152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Safir Wealth Advisors manage?
Safir Wealth Advisors reports $198.2M across 186 accounts in assets under management.
How do I contact Andrew Safir?
Through Andrew's website, www.safiradvisors.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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