Andrew Gildea
CWS Financial Advisors · Kalamazoo, Michigan
Andrew Gildea is a fee-only financial advisor at CWS Financial Advisors in Kalamazoo, Michigan. Andrew charges a percentage of assets (0.5%–1% a year of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | CWS Financial Advisors |
|---|---|
| Based in | Kalamazoo, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–1% a year of assets managed |
| Assets under management | $1.33B across 2,156 accounts |
| SEC registration | Investment adviser representative in MI · CRD 8327844 |
| Exams passed | Series 65 (2026) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cwsfas.com |
How Andrew's firm compares
- CWS Financial Advisors's average account is about $616,000, from its Form ADV (assets managed divided by 2,156 accounts).
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Questions about Andrew
Is Andrew Gildea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and CWS Financial Advisors 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 charges a percentage of assets.
How much does Andrew charge?
According to CWS Financial Advisors's website, checked October 30, 2026: 0.5%–1% a year of assets managed.
Where is Andrew Gildea based?
Andrew Gildea is based in Kalamazoo, Michigan.
What does Andrew specialize in?
Andrew's specialties include retirement planning.
Is Andrew Gildea registered with the SEC?
Yes. Andrew Gildea is registered as an investment adviser representative in MI (CRD 8327844), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CWS Financial Advisors manage?
CWS Financial Advisors reports $1.33B across 2,156 accounts in assets under management.
How do I contact Andrew Gildea?
Through Andrew's website, www.cwsfas.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
- CWS Financial Advisors 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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