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Andrew Joseph Mccarville

Advisor at Fisher Investments — Plattsmouth, NE

Updated today

Credentials

Series 66

Experience

14 years

Location

Plattsmouth, NE

Fisher Investments logo

Fisher Investments

Institution

Total advisors

2,993

Across 247 offices

Clients per advisor

67 Very Low

Avg AUM per client

$1,664,526 Very High

HNW client ratio

63% Very High

About

Andrew Mccarville is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2014, following two years at Merrill. Outside of advising, he owns Moneyballing Hits, a sports card trading business. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Client services

Based on Fisher Investments

Financial planning Portfolio management Portfolio assessment

Expertise

Based on Fisher Investments

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management

Occupation focus

Based on Fisher Investments

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $900,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50% $0 - $1,000,000: 1.50%

Performance-based

May charge performance-based fees for certain institutional clients with specific requests

Other

Account minimum: $1,000,000

Location

See office

Plattsmouth, NE

Plattsmouth NE

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

14 years of industry experience

Fisher Investments

2014 - Present • 12 years

Plattsmouth, NE

Merrill

2012 - 2014 • 2 years

Chandler, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Eric H

CFP®, Series 66

Papillion, NE

ARC Element Wealth Design

Eric Horne is a CFP® with 21 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. His prior experience includes roles at Charles Schwab and TD Ameritrade, where he worked for over 18 years. ARC Element Wealth Design is an independent advisory firm serving individuals, high-net-worth clients, and fiduciary entities such as trusts and estates. The firm manages approximately $29.5 million across about two dozen clients, providing portfolio management, financial planning, and educational communications like newsletters and seminars. The investment approach focuses on strategic asset allocation using ETFs, mutual funds, selective individual securities, option strategies, and active management, with portfolios implemented through model portfolios, automated tax-management tools, and occasional sub-advisers.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Real estate investing
user avatar

Thomas M

CFP®, Series 65

Papillion, NE

WealthMark

Thomas Maher is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with WealthMark since 2016 and also serves as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. Maher holds the Series 65 license and operates out of Papillion, NE. WealthMark is an independent registered investment adviser offering financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs a passive, long-term buy-and-hold investment approach with diversified portfolios primarily consisting of mutual funds, ETFs, and fixed income.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
user avatar

Charles S

Series 65

Papillion, NE

Charles Capital

Charles Stiegemeier is the sole advisor at Charles Capital, an independent firm based in Papillion, NE. He holds a Series 65 designation and has five years of industry experience. Outside of advising, he is a project lead engineer at Aldridge Electric, where he has worked for three years. Charles Capital provides investment advisory services to individual and high-net-worth clients through discretionary SEI-managed accounts and non-discretionary portfolio consulting. The firm uses a factor-based, quantitative investment approach with an emphasis on momentum and manages accounts separately without aggregating trades.

Factor investing / smart beta
user avatar

Daniel K

CFP®, ChFC®, Series 63, Series 65

Papillion, NE

Fair Winds Financial Planning

Daniel Kline is a CFP® and ChFC® with seven years of industry experience. He is the principal advisor at Fair Winds Financial Planning in Papillion, NE, and previously worked for ten years at First National Bank of Omaha. Fair Winds Financial Planning provides financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement, risk management, college savings, and estate planning. The firm operates as an advice-only planner, charging hourly or fixed fees, and does not manage client assets or accept commissions.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Debt management
user avatar

Grant T

Series 66

Papillon, NE

Miller Financial Services LLC

Grant Tesnohlidek is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Miller Financial Services LLC and previously held roles at WealthForge Securities LLC, Burlington Capital, Weitz Securities, Inc., and TD Ameritrade. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual and institutional clients. The firm is known for its work with public entities, including state and local government and municipal plans, and offers fiduciary services such as formal 3(38) plan management.

Options & derivatives strategies College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Brian F

Series 63

Lavista, NE

Financial Design Group, LLC

Brian Farris is a financial advisor at Financial Design Group, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cetera Advisors LLC for 11 years before joining Financial Design Group. Financial Design Group is a small advisory firm serving individual investors, including high-net-worth individuals, as well as retirement plan sponsors and participants. The firm focuses on strategic asset allocation and long-term holdings, providing discretionary asset management and retirement plan fiduciary consulting tailored to client needs.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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