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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Creative Planning 3 years, 9 months Mar 2013 - Present
Fidelity Brokerage Services LLC 8 years, 2 months Jan 2005 - Mar 2013
University of Utah 2 years Aug 2002 - Aug 2004
Graduate Student 1 year, 9 months Aug 2002 - May 2004
Touchfon International 2 years, 7 months May 2002 - Dec 2004
Are You
Andrew H Fuller?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Andrew Fuller

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 3, 2013
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 10, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Creative Planning

Last updated on Oct. 6, 2016
    • $21.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 56K
      Accounts
    • $377.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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