FAQ
Frequently asked questions.
Straight answers about working together, fees, taxes, and where your investments are held.
Working together
How do we get started?
The process begins with a complimentary introductory conversation. From there, we move into a series of discovery meetings to fully understand your situation, goals, and priorities before creating your personalized plan.
What’s it like to work with Cecil Wealth?
Our relationship is built on regular communication and open dialogue. You can expect timely, direct responsiveness from Andrew. You will not be handed off to a junior associate. Every client receives concierge-level service, which is why a strong mutual fit from the start is essential.
How often will we communicate?
You can expect regular, proactive communication and annual review meetings. Andrew will be available for questions or updates throughout the year as needed.
What type of clients do you work with?
We work with individuals, families, and business owners who want clear, expert guidance they can trust and understand. Most prefer to spend their time on what matters most while a trusted professional manages their financial complexities.
Is there a minimum asset level to work with you?
No. During our initial conversation we can determine whether there’s a strong mutual fit.
Fiduciary & fees
Are you a fiduciary?
Yes. As a CERTIFIED FINANCIAL PLANNER™ professional, Andrew Cecil is held to a fiduciary standard. Andrew is legally and ethically obligated to put your best interests first at all times.
What fees do you charge?
Cecil Wealth uses a simple fee structure that is a percentage of assets under management. During our introductory meetings, fees will be thoroughly reviewed and stated.
Taxes & your other advisors
Do you handle tax preparation and filing?
Yes. As an Enrolled Agent (EA), Andrew brings advanced tax expertise to every financial plan, with a strong focus on minimizing current and future tax liabilities. Tax return preparation and filing are provided through a separate tax practice. This allows clients to benefit from integrated tax planning and, when desired, professional preparation of their returns.
Your investments
Where are my investments held?
Cecil Wealth works with Altruist Financial as an independent third-party custodian. Altruist provides institutional-level security and technology while meeting the highest industry standards.
Still have questions?
Let’s talk them through.
The first conversation is complimentary, with no obligation.