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Advisor

Drew Feutz

Migration Wealth Management, LLC · Avon, Indiana

Drew Feutz is a fee-only financial advisor at Migration Wealth Management, LLC in Avon, Indiana, who holds the CFP credential. Drew charges an ongoing planning fee and focuses on small business owners, tax planning and estate & legacy planning.

Ongoing planning fee Fee-only CFP

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Specialties

Who they serve

  • Pre-retirees
  • Retirees
  • Early-career professionals

Facts

FirmMigration Wealth Management, LLC
Based in Avon, Indiana
Fee modelOngoing planning fee
Works virtuallyYes
Accepting new clientsYes
Assets under management$20.7M across 332 accounts
CredentialsCFP
Firm size2 employees
Websitemigrationwealthmanagement.com
LinkedInProfile

How Drew's firm compares

  • Migration Wealth Management, LLC's average account is about $62,000, from its Form ADV (assets managed divided by 332 accounts).

What fee-only advisors charge in Indiana

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Tell Drew a little about what you're looking for. Drew 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 Drew

Is Drew Feutz a fee-only financial advisor?

Yes. Drew Feutz is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Drew charge for financial advice?

Drew charges an ongoing planning fee.

Does Drew work with clients virtually?

Yes. Migration Wealth Management, LLC says on its website that it works with clients remotely.

Where is Drew Feutz based?

Drew Feutz is based in Avon, Indiana.

What does Drew specialize in?

Drew's specialties include small business owners, tax planning, estate & legacy planning and retirement planning. Drew works with pre-retirees, retirees and early-career professionals.

What credentials does Drew Feutz hold?

Drew Feutz holds the CFP credential.

How much does Migration Wealth Management, LLC manage?

Migration Wealth Management, LLC reports $20.7M across 332 accounts in assets under management.

How do I contact Drew Feutz?

Through Drew's website, migrationwealthmanagement.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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