Advisor at Antonio Andrade, Cfp
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Firm
Antonio Andrade, Cfp
Location
Ukiah, CA 95482-5435
Credentials
CFP®
Industry experience
7 years
Antonio Andrade is the sole advisor at Antonio Andrade, Cfp, an independent firm based in Ukiah, CA. He holds the CFP® designation and has 25 years of experience with his current firm, along with a total of seven years in the financial industry. Outside of advising, he operates a seasonal income tax preparation service for individuals. The firm provides comprehensive, fee-only financial planning and investment advisory services to individuals, high-net-worth clients, small businesses, estates, and trusts. It emphasizes a non-discretionary investment approach using core index funds and individualized asset-allocation models, with financial planning as a prerequisite for portfolio implementation.
Based on Antonio Andrade, Cfp
Based on Antonio Andrade, Cfp
$325 per hour
Retainer fees billed quarterly starting at $1,500 annually
Account minimum: $100,000 Fee-only: Planning fees starting around $6,000 based on complexity; $325 per hour consultation fee; retainer fees starting at $1,500 annually
401 West Mill Street, Suite 1
Ukiah, CA 95482-5435
California
Antonio Andrade, Cfp
2001 - Present (25 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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