Andrew Castleberry has been Owner and CFO of Investment Planning Advisors since April 2025, is a control person of the firm and directly owns between 25% and 50% of it.
Investment Planning Advisors is a Cumming, GA firm with $422M under management, 820 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Andrew Castleberry is Partner, CFO, Financial Planner of truFP. He reviews a client's full financial picture to develop a complete financial plan. He has experience with two other brokerage firms, working in both retirement and tax planning as well as the active trading side of the industry.
Andrew Castleberry’s longest registration is the current one, 7 years at Investment Planning Advisors since 2019. Before joining Investment Planning Advisors in 2019, Andrew Castleberry was registered through Cambridge Investment Research Advisors, Inc. and Edward Jones.
- Cambridge Investment Research Advisors, Inc.– · under a yearCumming, GA · Adviser representative · Firm CRD 134139
- Edward Jones– · under a yearCumming, GA · Adviser representative · Firm CRD 250
Professional designations
Listed by Investment Planning Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Andrew Castleberry is registered as an investment adviser representative in Georgia, since January 2019.
- GeorgiaSince 2 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 October 2016 |
| Series 7 | General Securities Representative Examination | 28 September 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Bruce Castleberry
- CRD
- 6691690
- Firm
- Investment Planning Advisors · CRD 299212
- Role
- Owner and CFO
- Office
- 3550 ROWE LANE, Cumming, GA 30041
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trufp.com
Where does Andrew Castleberry work?
Andrew Castleberry has been Owner and CFO of Investment Planning Advisors since April 2025, and is a control person of the firm.
Is Andrew Castleberry a financial advisor?
Yes. Andrew Castleberry has a current investment-adviser registration in Georgia, through Investment Planning Advisors since January 2019.
How many years of experience does Andrew Castleberry have?
Andrew Castleberry has 9 years in the financial industry, since January 2017, across 3 adviser firms.
What exams has Andrew Castleberry passed?
Andrew Castleberry has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2016. FINRA credited Andrew Castleberry with the SIE, which began in October 2018.
Where did Andrew Castleberry work before Investment Planning Advisors?
Before Investment Planning Advisors, Andrew Castleberry was registered through Cambridge Investment Research Advisors, Inc., January 2018 to December 2018; Edward Jones, October 2016 to February 2017.
Where is Andrew Castleberry based?
Andrew Castleberry’s registered office is in Cumming, GA.
Is Andrew Castleberry registered with FINRA?
No. Andrew Castleberry has no current broker registration.
Is Andrew Castleberry a CFP?
Investment Planning Advisors lists Andrew Castleberry with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Andrew Castleberry’s record?
Search CRD 6691690 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Castleberry’s full registration record.
