Andrew Roy Ferrette
Investment adviser representative at Creative Planning
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Andrew Roy Ferrette? Claim your profile
Contact this firm
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
10 years in the industry.
- Creative Planning, LLCDec 2021 to now
- Reilly Finanical Advisors, LLCAug 2020 to Dec 2021
- Calton & Associates, Inc.Feb 2017 to Aug 2020
- UnemployedSep 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 5622291
- Firm CRD
- 105348