Andrew Liu
MKT Advisors · Carlsbad, California
Andrew Liu is a fee-only financial advisor at MKT Advisors in Carlsbad, California. MKT Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | MKT Advisors |
|---|---|
| Based in | Carlsbad, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $463.7M across 991 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7964150 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mktadvisorsllc.com |
How Andrew's firm compares
- MKT Advisors's average account is about $468,000, from its Form ADV (assets managed divided by 991 accounts).
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Questions about Andrew
Is Andrew Liu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and MKT 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's firm, MKT Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrew Liu based?
Andrew Liu is based in Carlsbad, California.
Is Andrew Liu registered with the SEC?
Yes. Andrew Liu is registered as an investment adviser representative in CA (CRD 7964150), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MKT Advisors manage?
MKT Advisors reports $463.7M across 991 accounts in assets under management.
How do I contact Andrew Liu?
Through Andrew's website, www.mktadvisorsllc.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
- 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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