Andrew Schuler
Prentice Wealth Management · Rochester, New York
Andrew Schuler is a fee-only financial advisor at Prentice Wealth Management in Rochester, New York, who holds the CFP credential. Prentice Wealth Management reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Prentice Wealth Management |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $567.5M across 1,034 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7046828 |
| Exams passed | Series 63 (2019) · Series 65 (2021) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.knightbridgecap.com |
How Andrew's firm compares
- Prentice Wealth Management's average account is about $549,000, from its Form ADV (assets managed divided by 1,034 accounts).
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Questions about Andrew
Is Andrew Schuler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Prentice 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's firm, Prentice Wealth Management, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Andrew Schuler based?
Andrew Schuler is based in Rochester, New York.
What credentials does Andrew Schuler hold?
Andrew Schuler holds the CFP credential.
Is Andrew Schuler registered with the SEC?
Yes. Andrew Schuler is registered as an investment adviser representative in NY (CRD 7046828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prentice Wealth Management manage?
Prentice Wealth Management reports $567.5M across 1,034 accounts in assets under management.
How do I contact Andrew Schuler?
Through Andrew's website, www.knightbridgecap.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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