Andrew Klein
Walkner Condon Financial Advisors · Madison, Wisconsin
Andrew Klein is a fee-only financial advisor at Walkner Condon Financial Advisors in Madison, Wisconsin. Andrew charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Facts
| Firm | Walkner Condon Financial Advisors |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.03B across 3,164 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6399086 |
| Exams passed | Series 66 (2015) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.walknercondon.com |
How Andrew's firm compares
- Walkner Condon Financial Advisors's average account is about $326,000, from its Form ADV (assets managed divided by 3,164 accounts).
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Questions about Andrew
Is Andrew Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Walkner Condon 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 and an ongoing planning fee.
How much does Andrew charge?
According to Walkner Condon Financial Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Andrew Klein based?
Andrew Klein is based in Madison, Wisconsin.
What does Andrew specialize in?
Andrew's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning, sustainable & impact investing and retirement with concentrated positions.
Is Andrew Klein registered with the SEC?
Yes. Andrew Klein is registered as an investment adviser representative in WI (CRD 6399086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walkner Condon Financial Advisors manage?
Walkner Condon Financial Advisors reports $1.03B across 3,164 accounts in assets under management.
How do I contact Andrew Klein?
Through Andrew's website, www.walknercondon.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
- Walkner Condon 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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