Andina Advisors logo

Andina Advisors

Updated today

Client AUM

$971,133,641

Clients

632

Advisors

9

across 4 offices

About

Andina Advisors provides financial planning and investment management to a mix of individual clients (including high‑net‑worth households), retirement plans, insurance companies, and other institutional clients. Its services cover comprehensive financial planning, discretionary portfolio management (including model portfolios and allocations to independent managers), employer retirement‑plan consulting, consolidated reporting, and both direct and sub‑advisory relationships.

The firm generally structures portfolios around an investment policy statement and diversified allocations that can include equities, fixed income, ETFs, structured notes, and alternative investments such as private funds; separately managed accounts are typically managed on a discretionary basis while recommendations of private funds and third‑party managers remain non‑discretionary. Andina also provides model trading signals to an unaffiliated institutional sponsor and acts as a sub‑adviser on structured‑note strategies, integrating fundamental, technical, and macro analysis with the use of external managers when appropriate.

What distinguishes Andina from many peers is its active role with pooled investment vehicles and private funds: the firm and its principals provide consulting and sub‑advisory services to private funds and SPVs, serve on fund investment committees, and disclose receipt of carried interest for certain affiliated funds (for example, Mercatus‑linked vehicles). The brochure also highlights that Andina serves insurance company clients and provides portfolio management for pooled vehicles and fund‑sponsor/syndicator‑type activities—roles that the firm discloses as potential conflicts and addresses through client suitability assessments and written disclosures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing

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Fee options

Fixed

One-time flat fee starting at $500 for financial planning; minimum $1,000 for selected individual planning services.

Percentage

Up to 2.00% annually (maximum rate, actual fees negotiated per client)

Commissions

Certain advisers licensed as insurance agents earn commissions on insurance product sales.

Project-based

Hourly rate of $500 for financial planning if agreement terminated before plan delivery.

Subscriptions

Consolidated reporting fee of 0.15% annually on assets included in reporting outside of managed accounts.

Other

Account minimum: $50,000 Fee-only: Flat fees for financial planning starting at $500 (one-time); minimum $1,000 for specific individual financial planning services; hourly rate $500/hour (minimum 2 hours) for termination billing.

Main office

See office

1300 N 200 E, Suite 112

Logan UT 84341

Advisors at this office

5

Most active in

Arizona · California · Colorado · Florida · Idaho · Montana · Nevada · Oregon · Texas · Utah · Washington · Wyoming

Also doing business as

Albion Capital Management, LLC · Andina Advisors · Andina Capital Management, LLC · Andina Family Offices

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Austin S

CFP®, Series 65

Logan, UT

Andina Advisors

Austin Scott is a CFP® professional with five years of experience currently serving at Andina Advisors in Logan, UT. His prior roles include positions at Canopy Tax and Weave HQ. He is also an independent field underwriter and producer of life insurance for several companies. Andina Advisors offers financial planning and investment management services to individuals, retirement plans, insurance companies, and institutional clients. The firm employs diversified portfolio strategies and provides consulting and sub-advisory services to private funds and pooled investment vehicles.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Dan J

Series 63, Series 65

Logan, UT

Andina Advisors

Dan Jessop is a financial advisor with Andina Advisors in Logan, UT, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at LG Resources, Connect Financial LLC, Core Capital Wealth Management, and Adams Wealth Advisors. Outside of his advisory work, he owns Jessop Insurance and Retirement Services, focusing on Medicare, life, and ancillary insurance products. Andina Advisors provides financial planning and investment management to individuals, retirement plans, insurance companies, and institutional clients. The firm employs diversified, policy-driven portfolios and offers discretionary and non-discretionary management, with a notable focus on private funds, pooled investment vehicles, and sub-advisory services.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Quinn L

Series 65

Logan, UT

Andina Advisors

Quinn Longhurst is a Series 65-credentialed financial advisor with two years of industry experience, currently serving at Andina Advisors. Prior to joining Andina, he worked at Wells Fargo and has a background that includes roles at Utah State University and service for The Church of Jesus Christ of Latter-day Saints. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and institutional clients. The firm emphasizes diversified, policy-driven portfolio construction and offers consulting and sub-advisory services to private funds and pooled investment vehicles.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Eric B

Series 63, Series 65

Logan, UT

Andina Advisors

Eric Barlow is a financial advisor with Andina Advisors in Logan, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has served at Andina Capital Management, LLC since 2012. Mr. Barlow is involved in several private investment entities where he holds management and operational oversight roles, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners. Andina Advisors serves a diverse client base including high-net-worth individuals, retirement plans, insurance companies, and other institutions, providing financial planning and investment management. The firm employs diversified, policy-driven portfolios incorporating equities, fixed income, ETFs, structured notes, and alternative investments, with a notable role in managing pooled investment vehicles and private funds.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Tanner D

CFA®, Series 65

Providence, UT

Andina Advisors

Tanner Dance is a CFA® charterholder with 12 years of industry experience. He is currently with Andina Advisors, where he has worked since 2022. Prior to that, he held roles at Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors, and Adams Wealth Advisors. Outside of his advisory work, he has a minority ownership interest in a non-investment related business, Tridas Air, LLC. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and institutional clients. The firm employs a diversified, policy-driven approach that includes discretionary portfolio management and sub-advisory services for private funds and structured-note strategies.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

John P

Series 65

Lehi, UT

Andina Advisors

John Pennington is a financial advisor at Andina Advisors with a Series 65 designation and three years of industry experience. He has a legal background, having been the owner and principal of Pennington Law, PLLC since 2015, and has held roles at several firms including Kirkland & Ellis PLLC and Divergent Wealth Advisors, LLC. Outside of financial advising, he is involved in entrepreneurial activities including managing an e-commerce business selling beauty products and serving as a member of an LLC focused on apartment complex ownership. Andina Advisors provides financial planning and investment management services to individual clients, retirement plans, insurance companies, and other institutional clients. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting, with a focus on diversified portfolios that may include private funds and alternative investments.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Anthony A

Series 65

Providence, UT

Andina Advisors

Anthony Allen is a financial advisor at Andina Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Andina Capital Management since 2022 and Adams Wealth Management from 2017 to 2020. Outside of finance, Allen serves as Vice President and Funeral Director at Allen-Hall Mortuary, Inc., and is a board member and shareholder of Jack's Tire and Oil, Inc. Andina Advisors provides financial planning and investment management to individuals, retirement plans, insurance companies, and institutional clients. The firm employs diversified portfolio strategies that include equities, fixed income, ETFs, structured notes, and alternative investments, offering both discretionary management and advisory services.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Ginger H

Series 65

Highland, UT

Andina Advisors

Ginger Harris is a Series 65-licensed advisor at Andina Advisors with experience in business consulting and real estate. She has been active with Mores Capital, LLC since 2016 and serves as president of the Circle of Gratitude Foundation, a nonprofit that funds charitable organizations. Her background also includes roles in real estate sales and property management. Andina Advisors delivers financial planning and investment management services to individual clients, retirement plans, insurance companies, and institutional clients. The firm offers comprehensive planning, discretionary portfolio management, and consulting with a focus on diversified allocations and active involvement in pooled investment vehicles and private funds.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Ryan B

CFP®, Series 63, Series 65

Logan, UT

Andina Advisors

Ryan Bohm is a CFP® with 17 years of industry experience, currently serving at Andina Advisors. His prior roles include positions at Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors and Services, and Adams Wealth Advisors. He is also a licensed agent servicing clients’ fixed annuities and life insurance policies and holds an ownership interest in Andina through RMB Ventures, which is a passive partner in a healthcare franchise. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and institutional clients. The firm employs diversified, policy-driven portfolios and offers services including discretionary management, employer retirement-plan consulting, and sub-advisory roles with private funds and pooled investment vehicles.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
View complete list of advisors at this firm
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