John McAndrew Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$75,366,178
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
58
31% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
58
Average account size
$1,299,417
About
The firm is a fee‑only registered investment adviser that provides discretionary asset management and routine financial planning to individuals and high‑net‑worth clients. The brochure also indicates the firm works with pension and profit‑sharing plans and charitable organizations, and it offers qualified‑plan consulting services for plan participants or sponsors.
Portfolios are managed on a discretionary basis and tailored to each client’s goals, time horizon, and documented risk tolerance through investment policy or risk‑tolerance statements. The firm employs both fundamental and technical analysis and conducts regular account reviews—monthly under normal conditions and more frequently when market events or client circumstances warrant.
Compared with many solo independent advisers, the firm’s mix of services and clients is notable: it combines traditional individual portfolio management with retirement‑plan consulting and charitable organization clients, services that a minority of peers provide. Operationally, the firm relies on a third‑party custodian (Charles Schwab), generally does not vote client proxies, and follows written procedures to safeguard client assets when advisory fees are deducted.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Fee options
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
Main office location
John McAndrew Financial Advisors LLC
Heber City UT, United States
Number of offices
1
Most active in
John McAndrew Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Utah
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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