Andrew Brady
Brady Family Wealth · Miami, Florida
Andrew Brady is a fee-only financial advisor at Brady Family Wealth in Miami, Florida, who holds the CFA credential. Andrew focuses on retirement planning, tax planning and family wealth transfer. Brady Family Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Brady Family Wealth |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $312.7M across 259 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MO, TX · CRD 6102625 |
| Exams passed | Series 66 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bradyfamilywealth.com |
| Profile |
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Questions about Andrew
Is Andrew Brady a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Brady Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Brady Family Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Brady based?
Andrew Brady is based in Miami, Florida.
What does Andrew specialize in?
Andrew's specialties include retirement planning, tax planning and family wealth transfer. Andrew works with multi-generational families.
What credentials does Andrew Brady hold?
Andrew Brady holds the CFA credential.
Is Andrew Brady registered with the SEC?
Yes. Andrew Brady is registered as an investment adviser representative in FL, MO and TX (CRD 6102625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brady Family Wealth manage?
Brady Family Wealth reports $312.7M across 259 accounts in assets under management.
How do I contact Andrew Brady?
Through Andrew's website, www.bradyfamilywealth.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
- Brady Family Wealth 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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