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Advisor Services

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Funds Used With Clients

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Firm Client types



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Employer Years Dates
Creative Planning 3 years, 7 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
    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

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Sep 3, 2013
  • license status
    Not registered
  • disclosures
  • as of date
    Dec 2, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Creative Planning

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


Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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