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Donald Orin Andrus Jr.

Advisor at Navy Federal Investment Services, LLC — Clarksburg, MD

Updated today

Credentials

Series 66

Experience

19 years

Location

Clarksburg, MD

Navy Federal Investment Services, LLC logo

Navy Federal Investment Services, LLC

Multi-team

Total advisors

162

Across 95 offices

Clients per advisor

46 Low

Avg AUM per client

$282,883 Very Low

HNW client ratio

4% Very Low

About

Donald Andrus Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Navy Federal Investment Services since 2015 and Navy Federal Financial Group since 2009, as well as a prior position at Ameriprise. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs a managed advisory approach primarily using third-party portfolio managers on the Envestnet platform and provides a range of investment solutions including automated ETF portfolios and unified managed accounts.

Client services

Based on Navy Federal Investment Services, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Navy Federal Investment Services, LLC

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $250,000: Ranges approximately from 0.68% to 1.35% depending on Third-Party Portfolio Manager $250,001 - $500,000: Ranges approximately from 0.70% to 1.22% depending on Third-Party Portfolio Manager $500,001 - $1,000,000: Ranges approximately from 0.65% to 0.84% depending on Third-Party Portfolio Manager $1,000,001 - $2,000,000: Ranges approximately from 0.50% to 0.82% depending on Third-Party Portfolio Manager $2,000,001+: Ranges approximately from 0.50% to 0.90% depending on Third-Party Portfolio Manager

Commissions

NFIS is also a broker/dealer offering securities products for commissions; commissions vary by product and service.

Subscriptions

Digital Investor Automated Portfolios fixed fee of $3.50 per month.

Other

Account minimum: $50,000 Minimum fee: Minimum annual platform fee ranges: $25 (Fund Strategist Portfolios), $50 (Separately Managed Accounts, Unified Managed Accounts), $75 (Ladenburg Thalmann Asset Management minimum annual platform fee, American Funds, BlackRock, Capital Group minimum fee) Fee-only: Digital Investor Automated Portfolios fee of $3.50 per month (fixed fee). Also, optional Tax Overlay Services fees from 5 to 15 basis points depending on asset levels.

Location

See office

Clarksburg, MD

Clarksburg MD

Advisors at this office

1

Most active in

Florida · Maryland · Michigan · Pennsylvania · Texas · West Virginia

Work history

19 years of industry experience

Navy Federal Investment Services, LLC

2017 - Present • 9 years

Gaithersburg, MD

Navy Federal Investment Services, LLC

2015 - Present • 11 years

Gaithersburg, MD

Navy Federal Financial Group, LLC

2009 - Present • 17 years

Vienna, VA

Ameriprise

2005 - 2006 • 1 year

MD

Disclosures

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

Business activities & affiliations

Jeremy V

CFP®, CPWA®

Frederick, MD

Flower City Capital LLC

Jeremy joined Flower City Capital in February of 2026, bringing extensive experience advising individuals and families on their wealth management goals. As a Senior Wealth Advisor, he delivers a highly personalized approach to financial planning, building trusted, long-term relationships while thoughtfully addressing complex financial needs. Prior to joining Flower City Capital, Jeremy was a Financial Advisor at Turning Point Financial. He holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA) designations. Jeremy graduated from Hood College in Frederick, Maryland with a Bachelor of Arts in Business Administration with a concentration in Finance. He lives in Hagerstown, Maryland, with his wife Emily and their daughter, Abigail. In his free time, he enjoys playing basketball, spending time outdoors, and watching sports.

Wealth management General retirement planning General tax planning Retirement withdrawal strategies Social Security optimization

Simeon E

Series 66, Series 7, TPCP®

North Bethesda, MD

LPL Enterprise

Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

Retirement income strategy Tax-loss harvesting General retirement planning General tax planning Wealth management Self-Employed Founder/Business Owner Approaching retirement Retired
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Edward N

Series 66

Gaithersburg, MD

Enroute Wealth Management, LLC

Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.

Annuities
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Harold H

Series 65

Rockville, MD

H. Elliot Associates

Harold Hodges is a financial advisor with H. Elliot Associates holding a Series 65 designation. He has experience with the Maryland Lottery & Gaming Commission and the U.S. Department of State. H. Elliot Associates offers integrated asset management, financial planning, retirement and federal pension consulting, as well as tax preparation and representation services to individuals, federal employees, small business owners, and high-net-worth families. The firm specializes in federal retirement systems and provides IRS appellate advocacy and tax controversy representation alongside educational seminars on retirement, tax strategy, and estate planning.

Social Security optimization General tax planning Business sale tax planning Founder/Business Owner
user avatar

Brett F

CFP®, Series 63, Series 65

North Potomac, MD

D&S Wealth Management Group

Brett Friedman is a CFP® with 17 years of industry experience, currently serving as the sole advisor at D&S Wealth Management Group. He has held roles at Peak Investment Advisors and has been involved with DeLeon and Stang CPA's since 2006, where he serves as Chief Growth & Strategy Officer. He is also the managing member of D&S Insurance Solutions, an insurance agency. D&S Wealth Management Group is a Maryland-registered advisory firm that primarily serves individual clients and their families, as well as entities such as foundations, charities, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, emphasizing tailored plans and diversified asset allocation using a variety of investment vehicles.

College savings (529s, UTMA, etc.) Income planning
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Jonathan C

Series 66

Rockville, MD

CHC Financial Solutions, LLC

Jonathan Cohen is a financial advisor at CHC Financial Solutions, LLC with 17 years of industry experience. He holds a Series 66 designation and a Certified Public Accountant (CPA) credential. Prior to his current role, Cohen has held positions at firms including Avantax and Cetera. Outside of advising, he serves on the Board of Trustees of the Association of Practicing CPAs and participates on the Maryland Association of CPAs Investment Committee. CHC Financial Solutions, LLC provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and business owners. The firm emphasizes discretionary portfolio management and financial planning, focusing on customized asset allocation and the use of mutual funds, ETFs, and third-party managers.

Annuities Founder/Business Owner Retired
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