A complete list of active advisors currently associated with Antonio Andrade, Cfp
Warmer can help you find a great advisor at Antonio Andrade, Cfp or one who fits your needs even better.
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.
To learn more about the advisors currently working at Antonio Andrade, Cfp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ukiah, CA
| 8
|
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