Andante Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Andante Financial is a small, independent registered investment adviser managing roughly $18.8 million for about 21 clients and operated by a single advisor. The firm serves individual and some high-net-worth clients as well as employer pension and profit‑sharing plans, offering discretionary investment management, ongoing financial planning, and retirement plan management.
The firm’s investment approach combines fundamental analysis, modern portfolio theory, and passive investment management to establish individualized asset-allocation targets and manage portfolios on a discretionary basis. Financial planning is offered as an ongoing, collaborative service, and the firm can also manage held-away accounts via a third‑party platform (Pontera) while explicitly not accepting client login credentials.
Distinctive aspects include its provision of retirement plan services to plan sponsors — acting as an ERISA investment manager (section 3(38)) and offering pension consulting and participant education — which is relatively uncommon for solo independent advisers. The firm also conducts educational seminars and workshops (sometimes provided pro‑bono) and defines a specific scope for plan work by excluding certain asset types (e.g., employer securities, non‑public or illiquid assets).
Client services
Expertise
Fee options
$375 to $1,000 per quarter for ongoing financial planning; $2,500 per seminar or $100 per participant for educational seminars
Less than $500,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.00% Above $2,000,000+: 0.85%
Account minimum: $100,000
Main office
1500 District Avenue
Burlington MA 01803
Advisors at this office
1
Most active in
California · Massachusetts
Also doing business as
Andante Financial · Andante Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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