Andrew Wilson Stange
CFP®Professional Summary
Andrew Wilson Stange, CFP® is a registered financial advisor currently at CW ADVISORS, LLC located in Mesa, Arizona. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Andrew has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Cashflow & Budgeting
- Financial Planning
- Investment Management
- Retirement Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Education Funding
Biography
Being part of a fee only firm allows Andrew and his colleagues to do what is best for their clients. He strives to follow six core values: Organization, Accountability, Objectivity, Proactivity, Education, and Partnership. He aims to make sure that his clients have a financial peace of mind with the help of a solid financial plan and investment options that match the client's needs and goals. Andrew grew up in Southern California and currently lives...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC
Contact Information
Main Address
155 Seaport Blvd 3rd Floor, Boston, MA 02210Phone Number
(617) 428-7600# of Employees
152SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
23,756AUM (Assets Under Management)
$15,224,527,279Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/22/2026 | Cover Page | Report |
| 10/23/2025 | Cover Page | Report |
| 07/02/2024 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC
State Registrations and Notice Filings
(2/2/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2015About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jun 2015About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Wilson Stange's CRS (Customer Relationship Summary).
Services Offered by Andrew
- Cashflow & Budgeting
- Financial Planning
- Investment Management
- Retirement Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Education Funding
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