Drew Feutz, CFP® Migration Wealth Management, LLC

Contact this advisor

About Drew Feutz, CFP®

Drew Feutz, CFP® is a Co-Founder and Financial Planner at Migration Wealth Management, which is an independent fee-only Registered Investment Advisor that specializes in providing fee-only financial planning and investment management to people in their 30s and 40s.

Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon his graduation in May 2015.

Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning as well as Investments in May of 2015.

During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student.

He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis.

Currently, Drew serves as a Board member on the Indiana State University Financial Planning Advisory Board, as Chair-Elect of the NAPFA Genesis Committee, as Treasurer of the Young Professionals of Central Indiana, and as a Fellow with the Mitch Daniels Leadership Foundation.

Read Drew’s blog here: https://migrationwealthmanagement.com/blog/

Contact this advisor

Ideal Clients

  • Dual Income Family
  • Gen Y/Millennials
  • HENRY (High Earners, Not Rich Yet)
  • Sales Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $600+/qtr
  • Assets Under Management

SEC Records

Loading...