Andrew W Scheffer
Investment adviser representative at Core Planning
12 yearsExperience
4 statesRegistered in
$525MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Core PlanningApr 2024 to now
- Andrew Scheffer dba 2 Minute M.O.N.K MethodJan 2014 to now
- Fidelity InvestmentsSep 2022 to Oct 2023
- Edward JonesDec 2018 to Sep 2022
- Yoma BankMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 4 states (CA, CT, MO, NY).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4430713
- Firm CRD
- 154660