Andrew A. Zittell
THE WEALTH CONSULTING GROUP
San Rafael, CA 94901
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CRD#: 1868637
Professional summary
Andrew Arthur Zittell, AIF®, ChFC®, CLU®, who also goes by Andy Zittell, is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in San Rafael, California and LPL FINANCIAL LLC located in San Rafael, California.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Andrew has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Biography
As the founder of Yerba Buena Financial Partners, Andrew Zittell, CLU, ChFC, AIF, RFC is an LPL Financial Registered Principal, who as a skilled financial professional is passionate about helping his clients build, preserve, and distribute their wealth. Andrew is the YBFP’s investment manager and is responsible for product due diligence.
As a second-generation financial guru (following in his father’s footsteps), and with more than three decades of experience and extensive knowledge; he has an unparalleled approach to integrating retirement, insurance, and estate planning. Andy enjoys helping family-owned businesses and individuals who are transitioning from wealth accumulation to retirement and income distribution planning.
Andy specializes in advanced insurance planning and retirement distribution. He is a Life and Qualifying Member, Court of the Table for the Million Dollar Round Table, has served as Education Chair for the San Francisco Life Underwriters Association, and is an active member of a few professional associations.
Andy was born and raised in New York but has lived in San Francisco Bay Area for over 40 years. He is looking forward to post COVID adventure and travel, both locally and abroad. When Andy is not spending time enjoying the great outdoors, his hobbies include art, restoring antiques, and caring for critters - two legged and four. He enjoys gardening, reading, and has most recently been learning the art of archery. He is an author, an ardent speaker and is devoted to the promotion of philanthropy. He is also active in community and volunteer organizations, including Special Olympics International, and Congregation Emanu-El.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andy Zittell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 8/4/2004: YERBA BUENA FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/5/2009 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Acts as an writing and servicing agents for fixed insurance/products that are not written through LPL. 3. 3/9/2021 - WCG WEALTH ADVISORS, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/25/2021 - 0 Hours Per Month - Time Spent 0% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 03/09/2021. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 3/9/2021 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/25/2021 - 160 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through The Wealth Consulting Group an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/23/2021 - The Wealth Consulting Group - DBA: WCG Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/19/2021 - 0 Hours Per Month - I provide investment advisory services through The Wealth Consulting Group, and its DBA WCG Wealth Advisors, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 3/31/2021 - The Wealth Consulting Group - DBA: Yerba Buena Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/19/2021 - 80 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services thru The Wealth Consulting Group, and its DBA Yerba Buena Financial Partners, an independent investment advisor firm. I began this business activity in 03/2021. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 05/25/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/24/2023 - 120 Hours Per Month/ 60 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Arthur Zittell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 22, 2021 - Present
THE WEALTH CONSULTING GROUP
Office #1: 1010 B St Ste 217, San Rafael, CA 94901RIA
CRD#: 173194
San Rafael, CA
Current
May 27, 2004 - Present
LPL FINANCIAL LLC
Office #1: 1010 B St Ste 217, San Rafael, CA 94901RIA
BD
CRD#: 6413
San Rafael, CA
Past
July 19, 2017 - December 31, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN FRANCISCO, CA
Past
May 10, 2017 - February 22, 2021
MARINER ADVISOR NETWORK
RIA
CRD#: 283824
San Rafael, CA
Past
October 21, 2015 - August 4, 2017
YERBA BUENA WEALTH ADVISORS, LLC
RIA
CRD#: 226726
SAN RAFAEL, CA
Past
September 26, 2013 - October 7, 2016
YERBA BUENA WEALTH ADVISORS LLC
RIA
CRD#: 167703
SAN RAFAEL, CA
Past
May 27, 2004 - September 8, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN FRANCISCO, CA
Past
June 13, 2000 - June 1, 2004
WS GRIFFITH SECURITIES, INC.
RIA
CRD#: 10410
WALNUT CREEK, CA
Past
November 17, 1993 - June 1, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
July 10, 1991 - November 18, 1993
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
March 23, 1989 - July 15, 1991
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
Past
September 19, 1988 - April 8, 1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
Past
September 19, 1988 - April 8, 1989
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/27/2004)
IAR
California(2/22/2021)
RR
Colorado(11/10/2021)
RR
Idaho(8/2/2021)
RR
Indiana(3/24/2025)
RR
Kansas(5/27/2004)
RR
Louisiana(5/27/2004)
RR
Maryland(6/10/2015)
RR
Michigan(1/19/2006)
RR
Missouri(6/17/2013)
RR
New Mexico(4/26/2024)
RR
New York(5/27/2004)
RR
Oregon(3/19/2024)
RR
Pennsylvania(4/6/2021)
RR
Texas(1/4/2006)
IAR
Texas(2/22/2021)
RR
Virginia(11/9/2025)
RR
Washington(5/27/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
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Contact information
Main Address
8925 West Post Road 2nd Floor, Las Vegas, NV 89148
Mailing Address
Phone number
(702) 263-1919
Established
Firm type
Fiscal year end
# of Employees
204
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,129 |
| AUM (Assets Under Management) | $ 5,446,595,206 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE WEALTH CONSULTING GROUP
CRD#: 173194San Rafael, CA 94901TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
