Wescott Financial Advisory Group
46yrs
Top advisor by experience in Harleysville
5yrs
Andrew Stein has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Harleysville, Pennsylvania. After less than a year at Canon Capital Investment Advisory, Andrew joined Summit Financial in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Summit Financial reports being paid through a percentage of assets and flat fees.
One of 52 advisors with offices in Harleysville, and one of 42 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office484 Harleysville Pike, Harleysville, PA 19438
FirmSummit Financial
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.32 million
Advisors at the firm218
States licensed ?1 state
Services through Summit Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowSummit Financial, LLCCurrent firm
- Feb 2024 – Aug 2024Canon Capital Investment AdvisoryPreviously
Contact Andrew
(973) 285-3600Firm headquarters in Parsippany, NJ. Ask for Andrew. 484 Harleysville PikeHarleysville, PA 19438Office · Get directions Facebook pageSummit Financial
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Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Andrew
How do I contact Andrew?
Call Summit Financial at (973) 285-3600 and ask for Andrew Stein. Andrew works from the Harleysville, PA office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Andrew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Summit Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Andrew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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