Antonio Andrade, Cfp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
401 West Mill Street, Suite 1
Ukiah CA 95482-5435
Advisors at this office
1
Most active in
California
Also doing business as
Andrade, Antonio · Antonio Andrade, Cfp · Antonio Steven Andrade
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
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