Jeremy Andries
Flourish Financial Planning · Grapevine, Texas
Jeremy Andries is a fee-only financial advisor at Flourish Financial Planning in Grapevine, Texas, who holds the CFP credential. Flourish Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Flourish Financial Planning |
|---|---|
| Based in | Grapevine, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $32.9M across 199 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4872998 |
| Exams passed | Series 63 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sdgplanning.com |
How Jeremy's firm compares
- Flourish Financial Planning's average account is about $165,000, from its Form ADV (assets managed divided by 199 accounts).
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Questions about Jeremy
Is Jeremy Andries a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Flourish Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Flourish Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeremy Andries based?
Jeremy Andries is based in Grapevine, Texas.
What credentials does Jeremy Andries hold?
Jeremy Andries holds the CFP credential.
Is Jeremy Andries registered with the SEC?
Yes. Jeremy Andries is registered as an investment adviser representative in TX (CRD 4872998), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flourish Financial Planning manage?
Flourish Financial Planning reports $32.9M across 199 accounts in assets under management.
How do I contact Jeremy Andries?
Through Jeremy's website, www.sdgplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Grapevine
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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