Andrew Phillip Sontag
Investment adviser representative at Carlsbad Wealth Advisory Group, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$237.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Carlsbad Wealth Advisory Group, Inc.Mar 2008 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Carlsbad Wealth Advisory Group, Inc.
$237.6MAssets managed
248Clients
3Advisers
10 yearsIn 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
- 4685106
- Firm CRD
- 146587