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Andrew Elton Fenton

Investment adviser representative at Focus Partners Wealth, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm 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 feePerformance-basedOther

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

13 years in the industry.

  1. Focus Partners Wealth, LLCJul 2024 to now
  2. Buckingham Strategic Wealth, LLCJan 2023 to Jul 2024
  3. The Leaders Group, Inc.Mar 2019 to Jan 2023
  4. First Element Insurance PlannersAug 2018 to Jan 2023
  5. Edward JonesFeb 2013 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (MO).

Focus Partners Wealth, LLC

$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
5562557
Firm CRD
159289
Advisor's SEC record (opens in a new tab)
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