meta_pixel
Tapesearch Logo
Log in
Financial Advisor Success

Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism with Andrew Komarow

Financial Advisor Success

Michael Kitces

News, Business, Entrepreneurship, Business News

4.8696 Ratings

🗓️ 19 July 2022

⏱️ 79 minutes

🧾️ Download transcript

Summary

Andrew Komarow is the Founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based out of Connecticut that oversees $100-million in assets under management for 100 households. Andrew identifies as a financial advisor with autism and has built a firm with a specialized niche of neurodivergent clients, helping them navigate their unique and sometimes complex financial planning challenges.

Listen in as Andrew shares how being diagnosed with autism as an adult gave him the realization that he was uniquely positioned to serve other neurodivergent clients through his firm, why he credits his autism with helping him earn more than 16 financial planning designations despite never graduating high school, and how he created an impact investing index with 79 companies that embrace neurodiversity and inclusion. We also discuss how educational tools on his website and Facebook groups for the special needs community have helped Andrew grow his client base, and why he believes that hiring his first team member before he had the revenue to afford it was the best business decision he ever made.

For show notes and more visit: https://www.kitces.com/290

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

0:06.8

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial

0:12.7

advisors navigated the inevitable challenges that arise on the path to success and get insight

0:18.3

from leading industry consultants about how to break through to the next

0:22.0

level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

0:28.3

Welcome to the 29th episode of the Financial Advisor Success podcast. My guest in today's podcast is

0:34.0

Andrew Kamro. Andrew is the founder of Ten Path Financial Group and planning across the

0:38.4

spectrum, a hybrid advisory firm based in Farmington, Connecticut that oversees 100 million

0:42.7

assets in our management for 100 client households. What's unique about Andrew, though, is how he

0:47.7

is a financial advisor with autism, has built an advisory firm with a specialized niche of autistic

0:53.1

and other neurodivergent clients,

0:54.9

helping them navigate their unique and complex financial planning challenges.

0:59.2

In this episode, we talk in depth about how being diagnosed with autism as an adult

1:03.3

helped Andrew to understand himself better and realize he had an opportunity to niche focus

1:07.4

his firm to serve clients who are also neurodivergent.

1:10.5

How the commendation of creating a separate website for planning across the spectrum and leveraging

1:14.8

a Facebook group for the special needs community has helped Andrew develop a steady path for growth

1:19.5

in his specialization. And how Andrew decided to create an impact investing index that he labeled

1:24.7

as a neurodiversity index with 79 companies that embrace

1:28.5

neurodiversity and inclusion. Because on the periodic table, gold is represented by the letters

1:33.4

AU and its atomic number is 79. We also talk about how despite never graduating high school,

1:40.3

but later gaining a GED, Andrew credits his autism and the hyper focus that comes along

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Michael Kitces, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Michael Kitces and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.