UBS Financial Services
47yrs
Top 1% by experience in Atlanta
New
Andrew Smith
Financial advisor at Cahaba Wealth Management
Andrew Smith is a fiduciary financial advisor in Atlanta, Georgia, registered since Feb 2026. Andrew joined Cahaba Wealth Management in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Cahaba Wealth Management reports being paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
Office1200 Peachtree Street NE Suite 610, Atlanta, GA 30309
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.2 million
Advisors at the firm17
States licensed ?1 state
Services through Cahaba Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing 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.
Series 65Uniform Investment Adviser Law Examination
Career
- Mar 2026 – nowCahaba Wealth Management, Inc.Current firm
Contact Andrew
(404) 549-7678Cahaba Wealth Management main office 1200 Peachtree Street NE Suite 610Atlanta, GA 30309Office · Get directions X (Twitter) pageCahaba Wealth Management
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Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Cahaba Wealth Management at (404) 549-7678 and ask for Andrew Smith. Andrew works from the Atlanta, GA office.
How long has Andrew been a financial advisor?
Andrew is new to the profession, registered since Feb 2026, and holds 1 license.
What licenses does Andrew hold?
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?
Cahaba Wealth Management 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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