Andrew Prescott, CFP® Ocean Breeze Wealth, LLC

Contact this advisor

About Andrew Prescott, CFP®

Andrew “Drew” W. Prescott III is a CERTIFIED FINANCIAL PLANNER™ practitioner and the founder of Ocean Breeze Wealth, LLC.

After graduating from the University of Miami in 2004, Drew moved to Washington, DC to start his career in Wealth Management. He started as a Client Service Associate at a small regional firm, moving up after a couple of years into the Financial Advisor role. He stayed in this role for 10 years.

In 2018, his family decided to move from Washington, DC to Amelia Island, Florida, where Drew started Ocean Breeze Wealth, LLC. The company was founded with the belief that clients deserve the highest level of service, unbiased financial planning and investment advice. While he is located in Florida, Drew supports clientele around the country with their individual needs (i.e. saving for college, planning for retirement, enjoying retired life, etc.)

When not working, Drew is out on the golf course, playing with his puppy, or rooting on the Washington Nationals or the University of Miami Hurricanes.

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X
  • Inherited Wealth
  • Parents
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • AUM: 1%
  • Hourly: $250
  • Monthly: Initial plan $1,500 then $250 a month
    * Fee may be negotiable in certain cases

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...