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Andrew James Pulsfort

THE WEALTH ADVISORY TEAM, LLC·BELLEVUE, Kentucky
THE WEALTH ADVISORY TEAM, LLC
601 FAIRFIELD AVENUE, BELLEVUE, KY 41073CRD# 4772615Firm CRD# 124957

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew James Pulsfort · BELLEVUE, KY
Registration
CRD #4772615 · THE WEALTH ADVISORY TEAM, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Andrew James Pulsfort is a registered financial advisor based in BELLEVUE, Kentucky, affiliated with THE WEALTH ADVISORY TEAM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
THE WEALTH ADVISORY TEAM, LLC
THE PROSPERITY PEOPLE
AUM
$127M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE WEALTH ADVISORY TEAM, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4772615
Firm CRD# 124957
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew James Pulsfort offer?
Andrew James Pulsfort specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Kentucky for a consultation.
What are Andrew James Pulsfort's credentials?
Andrew James Pulsfort is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew James Pulsfort located?
Andrew James Pulsfort is based in BELLEVUE, Kentucky, working with THE WEALTH ADVISORY TEAM, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Andrew James Pulsfort charge for services?
Andrew James Pulsfort's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WEALTH ADVISORY TEAM, LLC?
THE WEALTH ADVISORY TEAM, LLC has approximately 5 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE WEALTH ADVISORY TEAM, LLC

Mackey Miriam Mcneill
BELLEVUE, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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