Patrick Andrews
WWA Planning & Investments · Columbus, Indiana
Patrick Andrews is a fee-only financial advisor at WWA Planning & Investments in Columbus, Indiana, who holds the CFP, CeFT and MBA credentials. Patrick charges a percentage of assets (ongoing planning from $2,400 a year and 1% a year on the first tier of assets managed).
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Who they serve
- Mid-life transitions
Facts
| Firm | WWA Planning & Investments |
|---|---|
| Based in | Columbus, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | Ongoing planning from $2,400 a year · 1% a year on the first tier of assets managed |
| Assets under management | $105.7M across 284 accounts |
| Credentials | CFP · CeFT · MBA |
| SEC registration | Investment adviser representative in IN, TX · CRD 7438869 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | wwafp.com |
| Profile |
How Patrick's firm compares
- Ongoing planning starts at $2,400 a year, below the Indiana median of $3,500 for fee-only firms that publish prices.
- WWA Planning & Investments's average account is about $372,000, from its Form ADV (assets managed divided by 284 accounts).
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Questions about Patrick
Is Patrick Andrews a fee-only financial advisor?
Yes. Patrick Andrews is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patrick's firm.
How does Patrick charge for financial advice?
Patrick charges a percentage of assets.
How much does Patrick charge?
According to WWA Planning & Investments's website, checked October 28, 2026: ongoing planning from $2,400 a year; 1% a year on the first tier of assets managed.
Where is Patrick Andrews based?
Patrick Andrews is based in Columbus, Indiana.
What credentials does Patrick Andrews hold?
Patrick Andrews holds the CFP, CeFT and MBA credentials.
Is Patrick Andrews registered with the SEC?
Yes. Patrick Andrews is registered as an investment adviser representative in IN and TX (CRD 7438869), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WWA Planning & Investments manage?
WWA Planning & Investments reports $105.7M across 284 accounts in assets under management.
How do I contact Patrick Andrews?
Through Patrick's website, wwafp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- WWA Planning & Investments 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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