VETTED

Andrew Kacz

Elevated Wealth Advisory
Andrew Kacz
Tel: 469-731-0071 2626 Cole Ave. #315 Dallas, TX 75204
About Andrew Kacz
Most people aren't thinking about financial plans day to day they're thinking about their family, their future, and whether they're doing the right things with their money.

That's where I come in.

I'm Andrew Kacz, founder of Elevated Wealth Advisory, and my goal is simple: to help you confidently answer the question, "Am I going to be okay?"

That question became personal for me after my father passed away. My mother turned to me and asked exactly that and being able to give her clarity and confidence in that moment is what drives the work I do every day.

I work with individuals and families who want more than just investment advice. They want a clear plan, a better understanding of their financial picture, and guidance they can actually trust.

My approach is centered around three key principles:

Clarity: simplifying complex financial decisions so you can move forward with confidence

Strategy: aligning your investments, taxes, and long-term goals into one cohesive plan

Partnership: being someone you can rely on through every stage of life

Whether you're preparing for retirement, navigating an inheritance, or simply looking to get more organized, my role is to help you make confident, informed decisions about your financial future.
About Elevated Wealth Advisory
At Elevated Wealth Advisory, we believe financial planning should feel clear, organized, and purposeful-not confusing or reactive.

We are a comprehensive wealth management firm focused on helping clients develop and protect what matters most.

Our approach goes beyond just managing investments. We bring every piece of your financial life together, including:

Investment management

Tax-efficient planning strategies

Estate and legacy planning

Cash flow and retirement planning

Why does this matter? Because most financial mistakes don't happen from one bad decision-they happen when everything isn't working together.

We focus heavily on after-tax outcomes, helping clients avoid "overtipping the IRS" and keep more of what they've worked hard to build.

Our clients often come to us during important transitions-approaching retirement, receiving an inheritance, or simply realizing they want a more organized and proactive plan. What they get is not just advice, but a structured, ongoing strategy designed to adapt as life changes.
See Disclosures
General Information
Firm Start Year:

2022

Insurance License#:

17009388

Name of Broker/Dealer:

OSAIC WEALTH, INC

States Licensed in:

TX, MA, RI, MI, NY, CT

Number of Years with Current Firm:

4

Work with the following types of clients:

Businesses, Individual Investors, Widows/ Inheritance Receivers

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Qualifications & Memberships
Insurance and Annuity Licenses:

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Services
Investment Types:

Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Video Conference, Our Office, Phone

Compensation and Fees
Fee Structure:

Fee-Based

Compensation Methods:

Flat Fee, Based on Assets, Commissions

Firm Information
Total Assets Under Management by Advisor:

48,000,000

Education
Bachler's Degree in Finance:
Saint Anselm College
08/30/2009 - 05/14/2013
10 Years of Experience
CRD# 6487694Firm CRD# 23131Insurance License# 17009388Series: 7, 6, 63, 65
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 3:30 PM
Social Network
Advisor Profile Image
Talk to an AdvisorFINRA/SEC Registered Advisors

Your Information is Safe and Secure

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.