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Andrea Megan Fletcher

Investment adviser representative at Vestia Personal Wealth Advisors
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Ausdal Financial Partners, IncAug 2026 to now
  2. Vestia Personal Wealth AdvisorsJun 2026 to now
  3. Larson Financial Group, LLCMar 2011 to May 2026
  4. Larson Financial Securities, LLCMar 2011 to May 2026

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (MO, TN).

Vestia Personal Wealth Advisors

Legal name: Vestia Advisors, LLC

$1.1BAssets managed
3,987Clients
22Advisers
8 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
5552803
Firm CRD
290565
Advisor's SEC record (opens in a new tab)
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