A complete list of active advisors currently associated with Andrews, Lucia Wealth Management LLC

Warmer can help you find a great advisor at Andrews, Lucia Wealth Management LLC or one who fits your needs even better.

Andrews, Lucia Wealth Management (ALWM) provides discretionary investment management and retirement plan advisory services to individuals (including high-net-worth clients), trusts, qualified retirement plans, and small businesses. The firm creates written Investment Policy Statements, implements customized portfolios primarily with ETFs and no-load mutual funds, and offers participant education and plan oversight for employer-sponsored retirement plans. ALWM’s investment approach is rooted in Modern Portfolio Theory and a passive, asset-class philosophy, frequently employing Dimensional Fund Advisors funds and diversified, buy-and-hold allocations; the firm uses portfolio modeling, IPS-driven asset allocation and Monte Carlo analysis to develop recommendations. Implementation and trading are supported through contracted relationships with a third-party sub‑advisor/back‑office provider for trade processing and fixed-income sub‑advisory, and client accounts are generally managed on a discretionary basis with periodic reviews. The firm is notable among its peers for operating effectively with a single registered advisor while managing over $543 million in discretionary assets, a concentration of assets per advisor that is uncommon for similarly categorized firms. The brochure also discloses a recent ownership transition and that ALWM is no longer affiliated with a previously referenced accounting firm, and it relies on external platforms and sub‑advisors for significant operational and fixed‑income management functions.

To learn more about the advisors currently working at Andrews, Lucia Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.