Ando Arashi
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Ando Arashi provides financial planning and advisory services to individuals, including both standard individual clients and high‑net‑worth clients, through one‑off consultations, project‑based plans, and an ongoing planning subscription. The firm also offers tax preparation, planning, and filing as an ancillary service.
Its investment approach blends fundamental, technical, charting, and cyclical analysis with Modern Portfolio Theory and passive construction where appropriate, and emphasizes diversified, long‑term allocation. Deliverables are written or electronic financial plans and recommendations; clients retain custody of assets and are responsible for implementation while the firm offers monitoring and ongoing advice for continuity clients.
Notably, Ando Arashi does not use percentage‑of‑assets fees common among investment managers and instead relies on fixed project and recurring planning fees, and it does not take custody or manage discretionary client assets. The firm’s in‑house tax preparation (about one fifth of the manager’s time), absence of AUM, and acceptance of non‑HNW individual clients are features that distinguish it from many peers in its regulatory category.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Occupation focus
Retired
Founder/Business Owner
Fee options
Kaizen Call: $299.99 one-time fee; Kaizen Comprehensive: $3,999.99 one-time fee; Kaizen Continuity: $3,999.99 upfront fee
Fee-only: Kaizen Call: $299.99 one-time fee; Kaizen Comprehensive: $3,999.99 one-time fee; Kaizen Continuity: $3,999.99 upfront fee plus $23,999.88 annual financial planning fee billed monthly in arrears
Main office location
Ando Arashi
Mechanicsburg PA, United States
Number of offices
1
Most active in
Ando Arashi has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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