Andi Long
Pitzl Financial · Arden Hills, Minnesota
Andi Long is a fee-only financial advisor at Pitzl Financial in Arden Hills, Minnesota, who holds the CFP credential. Pitzl Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pitzl Financial |
|---|---|
| Based in | Arden Hills, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $498.0M across 1,892 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 7728427 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pitzlfinancial.com |
How Andi's firm compares
- Pitzl Financial's average account is about $263,000, from its Form ADV (assets managed divided by 1,892 accounts).
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Questions about Andi
Is Andi Long a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andi holds no broker registration, and Pitzl Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andi charge for financial advice?
Andi's firm, Pitzl Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andi Long based?
Andi Long is based in Arden Hills, Minnesota.
What credentials does Andi Long hold?
Andi Long holds the CFP credential.
Is Andi Long registered with the SEC?
Yes. Andi Long is registered as an investment adviser representative in MN (CRD 7728427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pitzl Financial manage?
Pitzl Financial reports $498.0M across 1,892 accounts in assets under management.
How do I contact Andi Long?
Through Andi's website, www.pitzlfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Arden Hills
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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