Dan Andrews, CFP® Well-Rounded Success, LLC

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About Dan Andrews, CFP®

  • Dan Andrews, CFP launched an independent fee-only Financial Planning firm, Well-Rounded Success, early in 2016 where we focus on helping our clients and our audience define their own paths, handle their responsibilities, and to also give back while on their journeys. We do this through programs for new adults to help them with Financial Literacy alongside Personal Growth. You can see our process in this link: Combo Service Program. This program is a ton of fun since Dan wishes someone helped him with all this ‘Adulting’ stuff when he graduated college! On a personal level, Dan enjoys inspiring others to live well-rounded lives so he practices what he preaches by spending time with his lovely fiancee, plays a lot of disc golf in the Colorado mountains, and gives back by helping local non-profits improve their operations.

 

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Ideal Clients

  • Charitable Giving
  • Financial Coaching
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150/mo
  • AUM: 0.85%

SEC Records

States Registered

  • Colorado

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