Joshua Andrews
Thistle Wealth Management · Maitland, Florida
Joshua Andrews is a fee-only financial advisor at Thistle Wealth Management in Maitland, Florida, who holds the CFP credential. Joshua charges a percentage of assets and an ongoing planning fee (ongoing planning from $14,000 a year and 0.9% a year on the first tier of assets managed).
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Facts
| Firm | Thistle Wealth Management |
|---|---|
| Based in | Maitland, Florida |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $14,000 a year · 0.9% a year on the first tier of assets managed |
| Assets under management | $9.6M across 40 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6449836 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thistlewealthmanagement.com |
| Profile |
How Joshua's firm compares
- Ongoing planning starts at $14,000 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- Thistle Wealth Management's average account is about $240,000, from its Form ADV (assets managed divided by 40 accounts).
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Questions about Joshua
Is Joshua Andrews a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Thistle Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua charges a percentage of assets and an ongoing planning fee.
How much does Joshua charge?
According to Thistle Wealth Management's website, checked October 30, 2026: ongoing planning from $14,000 a year; 0.9% a year on the first tier of assets managed.
Where is Joshua Andrews based?
Joshua Andrews is based in Maitland, Florida.
What credentials does Joshua Andrews hold?
Joshua Andrews holds the CFP credential.
Is Joshua Andrews registered with the SEC?
Yes. Joshua Andrews is registered as an investment adviser representative in FL (CRD 6449836), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thistle Wealth Management manage?
Thistle Wealth Management reports $9.6M across 40 accounts in assets under management.
How do I contact Joshua Andrews?
Through Joshua's website, www.thistlewealthmanagement.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
- Thistle 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.
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