Andres Romero
E2E Financial · Atlanta, Georgia
Andres Romero is a fee-only financial advisor at E2E Financial in Atlanta, Georgia, who holds the CFP and ChFC credentials. Andres charges an ongoing planning fee (ongoing planning from $5,400 a year) and focuses on physicians & residents and small business owners.
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Specialties
Who they serve
- Physicians
Facts
| Firm | E2E Financial |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,400 a year |
| Accepting new clients | Yes |
| Assets under management | $50.7M across 111 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in GA · CRD 2486195 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | e2efinancial.com |
| Profile |
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Questions about Andres
Is Andres Romero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andres holds no broker registration, and E2E Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andres charge for financial advice?
Andres charges an ongoing planning fee.
How much does Andres charge?
According to E2E Financial's website, checked October 30, 2026: ongoing planning from $5,400 a year.
Where is Andres Romero based?
Andres Romero is based in Atlanta, Georgia.
What does Andres specialize in?
Andres's specialties include physicians & residents and small business owners. Andres works with physicians.
What credentials does Andres Romero hold?
Andres Romero holds the CFP and ChFC credentials.
Is Andres Romero registered with the SEC?
Yes. Andres Romero is registered as an investment adviser representative in GA (CRD 2486195), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does E2E Financial manage?
E2E Financial reports $50.7M across 111 accounts in assets under management.
How do I contact Andres Romero?
Through Andres's website, e2efinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- E2E Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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