Alex Rezzo
Andante Financial · Burlington, Massachusetts
Alex Rezzo is a fee-only financial advisor at Andante Financial in Burlington, Massachusetts, who holds the CFA, CFP and CPA credentials. Andante Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Andante Financial |
|---|---|
| Based in | Burlington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.8M across 69 accounts |
| Credentials | CFA · CFP · CPA |
| SEC registration | Investment adviser representative in CA, MA · CRD 7370928 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Alex's firm compares
- Andante Financial's average account is about $272,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Alex
Is Alex Rezzo a fee-only financial advisor?
Yes. Alex Rezzo is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alex's firm.
How does Alex charge for financial advice?
Alex's firm, Andante Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alex Rezzo based?
Alex Rezzo is based in Burlington, Massachusetts.
What credentials does Alex Rezzo hold?
Alex Rezzo holds the CFA, CFP and CPA credentials.
Is Alex Rezzo registered with the SEC?
Yes. Alex Rezzo is registered as an investment adviser representative in CA and MA (CRD 7370928), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Andante Financial manage?
Andante Financial reports $18.8M across 69 accounts in assets under management.
How do I contact Alex Rezzo?
Contact details aren't on file yet. Search for Andante Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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