Advisor at John McAndrew Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
John McAndrew Financial Advisors LLC
Location
Heber City, UT
Credentials
Series 66
Industry experience
10 years
John McAndrew is the sole advisor at John McAndrew Financial Advisors LLC in Heber City, UT. He holds a Series 66 designation and has 10 years of industry experience. Prior to founding his firm in 2015, he worked as an independent insurance agent for two years. John McAndrew Financial Advisors LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary asset management and financial planning, using both fundamental and technical analysis to tailor portfolios according to clients’ goals and risk tolerance.
Based on John McAndrew Financial Advisors LLC
Qualified plan consulting services: negotiable flat fee of $250 - $1,000
1.00% annually, billed quarterly in arrears based on average daily balance
Account minimum: $100,000 (negotiable, may be waived at discretion) Fee-only: Flat fees for qualified plan consulting services ranging from $250 to $1,000 based on complexity
Heber City, UT
California · Utah
John McAndrew Financial Advisors LLC
2015 - Present (11 years)
Independent Insurance Agent
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 63, Series 66
Park City, UT
Curtain Wealth Planning L.L.C.
CFP®, Series 66
Heber City, UT
Balanced Capital
Series 63, Series 65
Midway, UT
Kellam Insurance and Financial Services LLC
CFA®
Park City, UT
Gaard Capital LLC
Series 65
Heber, UT
Nibley Financial LLC
Series 65
Heber City, UT
Redgrove Capital LLC.
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