A
Antonio Andrade, Cfp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,260,118
Total clients
16
56% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$953,757
About
The firm provides comprehensive financial planning, ongoing investment advisory services, and seasonal tax preparation for individuals, high‑net‑worth clients, small businesses, estates, and trusts. It serves a small client roster and manages approximately $15.26 million in client assets.
The firm typically requires a comprehensive financial plan before entering an investment advisory relationship and constructs individualized portfolios using primarily no‑load mutual funds and exchange‑traded funds, often emphasizing core index funds and a buy‑and‑hold orientation with occasional short‑term allocations to CDs and government securities. Uncommonly for its category, the adviser manages client accounts on a predominantly non‑discretionary basis, presenting buy/sell recommendations that require client approval rather than trading without prior consent.
Distinctive operational features include an integrated tax preparation practice that accounted for about 14% of income in 2025 and a planning‑first model that yields a small, high‑touch client base; custody and execution services are provided mainly through Schwab Institutional. The firm operates as a single‑advisor practice, adheres to CFP Board standards and confidentiality policies, and is currently not accepting new clients.
Client services
Financial planning
Portfolio management
Income, estate, trust taxation
Expertise
General retirement planning
Long-term care insurance
Charitable giving tax strategies
Fee options
$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
Main office location
Antonio Andrade, Cfp
401 West Mill Street, Suite 1
Ukiah CA 95482-5435, United States
Number of offices
1
Most active in
Antonio Andrade, Cfp has reported serving >5 clients in these states in the last 12 months.
California
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:
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")