Andrew Farinelli
Wavvest · Chicago, Illinois
Andrew Farinelli is a fee-only financial advisor at Wavvest in Chicago, Illinois. Andrew focuses on retirement planning, estate & legacy planning and tax planning. Wavvest reports charging a percentage of assets on its Form ADV.
Request an introduction to Andrew →
Specialties
Who they serve
- Multi-generational families
- Founders
- Retirees
Facts
| Firm | Wavvest |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $339.9M across 144 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6355958 |
| Exams passed | Series 66 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wavvest.com |
| Profile |
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
Is Andrew Farinelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Wavvest 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, Wavvest, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrew Farinelli based?
Andrew Farinelli is based in Chicago, Illinois.
What does Andrew specialize in?
Andrew's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Andrew works with multi-generational families, founders and retirees.
Is Andrew Farinelli registered with the SEC?
Yes. Andrew Farinelli is registered as an investment adviser representative in IL (CRD 6355958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wavvest manage?
Wavvest reports $339.9M across 144 accounts in assets under management.
How do I contact Andrew Farinelli?
Through Andrew's website, www.wavvest.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
- Wavvest 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.
See something wrong? Request a correction. Read our methodology.