Andrew Hills has been an investment adviser representative at San Francisco Wealth Planning since June 2026, and is not listed among the firm’s executive officers or direct owners.
San Francisco Wealth Planning LLC is a firm with $112M under management, 44 clients and 2 advisers in one office, as of its September 2026 filing.
Andrew Hills’ longest registration was under a year at Fidelity Personal and Workplace Advisors (2024–2025). Before joining San Francisco Wealth Planning in 2026, Andrew Hills was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- – present · under a yearDraper, UT · Adviser representative · Firm CRD 296438
- Strategic Advisers LLC– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · under a yearMagna, UT · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Andrew Hills is registered as an investment adviser representative in Utah, since June 2026.
- UtahSince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 July 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 October 2023 |
| Series 7TO | General Securities Representative Examination | 17 October 2023 |
| SIE | Securities Industry Essentials Examination | 14 September 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7787982
- Firm
- San Francisco Wealth Planning · CRD 296438
- Office
- Draper, UT
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Hills work?
Andrew Hills is an investment adviser representative registered through San Francisco Wealth Planning LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Hills a financial advisor?
Yes. Andrew Hills has a current investment-adviser registration in Utah, through San Francisco Wealth Planning since June 2026.
How many years of experience does Andrew Hills have?
Andrew Hills has 2 years in the financial industry, since June 2024, across 3 adviser firms.
What exams has Andrew Hills passed?
Andrew Hills has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in September 2023.
Where did Andrew Hills work before San Francisco Wealth Planning?
Before San Francisco Wealth Planning, Andrew Hills was registered through Strategic Advisers LLC, March 2025 to October 2025; Fidelity Personal and Workplace Advisors, August 2024 to March 2025.
Where is Andrew Hills based?
Andrew Hills’ registered office is in Draper, UT.
Is Andrew Hills registered with FINRA?
No. Andrew Hills has no current broker registration.
How can I verify Andrew Hills’ record?
Search CRD 7787982 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Hills’ full registration record.