LPL Enterprise
41yrs
Top advisor by experience in Columbus
5yrs
Patrick Andrews
Financial advisor at WWA Planning & Investments
Based in Columbus, Indiana, Patrick Andrews is a fiduciary financial advisor with 5 years of industry experience. Patrick has been with WWA Planning & Investments since 2021. Patrick holds the CFP® designation.
One of 78 advisors with offices in Columbus, and one of 65 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office427 Washington St, Columbus, IN 47201
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$991,874
Advisors at the firm4
States licensed ?1 state
Services through WWA Planning & Investments
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowWWA Planning & InvestmentsCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call WWA Planning & Investments at 812-379-1120 and ask for Patrick Andrews. Patrick works from the Columbus, IN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
WWA Planning & Investments reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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