Andrew Maxwell Safir
Investment adviser representative at Safir Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$198.2MFirm 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
Experience
13 years in the industry.
- Safir Wealth Advisors, LLCJan 2017 to now
- Coburn & Meredith IncOct 2013 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NH).
Safir Wealth Advisors, LLC
$198.2MAssets managed
67Clients
2Advisers
9 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
- 5951152
- Firm CRD
- 285848