Andy Silver
Concordia Wealth Planning, LLC · Columbus, Ohio
Andy Silver is a fee-only financial advisor at Concordia Wealth Planning, LLC in Columbus, Ohio, who holds the CFP credential. Andy charges an ongoing planning fee and a one-time planning fee and focuses on flat-fee planning, small business owners and family wealth transfer.
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Specialties
Facts
| Firm | Concordia Wealth Planning, LLC |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $45.4M across 140 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, OH, PR, TX · CRD 4520825 |
| Exams passed | Series 63 (2002) · Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | concordiawp.com |
| Profile |
How Andy's firm compares
- Concordia Wealth Planning, LLC's average account is about $324,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Andy
Is Andy Silver a fee-only financial advisor?
Yes. Andy Silver is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andy's firm.
How does Andy charge for financial advice?
Andy charges an ongoing planning fee and a one-time planning fee.
Where is Andy Silver based?
Andy Silver is based in Columbus, Ohio.
What does Andy specialize in?
Andy's specialties include flat-fee planning, small business owners and family wealth transfer.
What credentials does Andy Silver hold?
Andy Silver holds the CFP credential.
Is Andy Silver registered with the SEC?
Yes. Andy Silver is registered as an investment adviser representative in GA, OH, PR and TX (CRD 4520825), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Concordia Wealth Planning, LLC manage?
Concordia Wealth Planning, LLC reports $45.4M across 140 accounts in assets under management.
How do I contact Andy Silver?
Through Andy's website, concordiawp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Concordia Wealth Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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