Andrew Wallach
Wallach Planning & Investments · Norfolk, Virginia
Andrew Wallach is a fee-only financial advisor at Wallach Planning & Investments in Norfolk, Virginia. Wallach Planning & Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wallach Planning & Investments |
|---|---|
| Based in | Norfolk, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $37.9M across 101 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4458374 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Andrew's firm compares
- Wallach Planning & Investments's average account is about $376,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Andrew
Is Andrew Wallach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Wallach Planning & Investments 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, Wallach Planning & Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andrew Wallach based?
Andrew Wallach is based in Norfolk, Virginia.
Is Andrew Wallach registered with the SEC?
Yes. Andrew Wallach is registered as an investment adviser representative in VA (CRD 4458374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wallach Planning & Investments manage?
Wallach Planning & Investments reports $37.9M across 101 accounts in assets under management.
How do I contact Andrew Wallach?
Contact details aren't on file yet. Search for Wallach Planning & Investments.
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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