Andrew Straton
Westhollow Wealth Management · Milton, Georgia
Andrew Straton is a fee-only financial advisor at Westhollow Wealth Management in Milton, Georgia. Andrew charges a percentage of assets (0.75%–1.7% a year of assets managed) and focuses on retirement planning and tax planning.
Request an introduction to Andrew →
Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
Facts
| Firm | Westhollow Wealth Management |
|---|---|
| Based in | Milton, Georgia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75%–1.7% a year of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $35.6M across 40 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 7238450 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.westhollowwealth.com |
| Profile |
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
Is Andrew Straton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Westhollow 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.
How much does Andrew charge?
According to Westhollow Wealth Management's website, checked October 30, 2026: 0.75%–1.7% a year of assets managed.
Does Andrew work with clients virtually?
Yes. Westhollow Wealth Management says on its website that it works with clients remotely.
Where is Andrew Straton based?
Andrew Straton is based in Milton, Georgia.
What does Andrew specialize in?
Andrew's specialties include retirement planning and tax planning. Andrew works with high earners, pre-retirees and retirees.
Is Andrew Straton registered with the SEC?
Yes. Andrew Straton is registered as an investment adviser representative in FL and GA (CRD 7238450), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westhollow Wealth Management manage?
Westhollow Wealth Management reports $35.6M across 40 accounts in assets under management.
How do I contact Andrew Straton?
Through Andrew's website, www.westhollowwealth.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
- Westhollow Wealth Management 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.
See something wrong? Request a correction. Read our methodology.