Andrew Otto
Boden Wealth · Lemoyne, Pennsylvania
Andrew Otto is a fee-only financial advisor at Boden Wealth in Lemoyne, Pennsylvania, who holds the CFP credential. Andrew focuses on small business owners, estate & legacy planning and retirement planning. Boden Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Boden Wealth |
|---|---|
| Based in | Lemoyne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $581.8M across 2,200 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5529204 |
| Exams passed | Series 63 (2008) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.bodenwealth.com |
| Profile |
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Questions about Andrew
Is Andrew Otto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Boden 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, Boden Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Otto based?
Andrew Otto is based in Lemoyne, Pennsylvania.
What does Andrew specialize in?
Andrew's specialties include small business owners, estate & legacy planning and retirement planning. Andrew works with founders.
What credentials does Andrew Otto hold?
Andrew Otto holds the CFP credential.
Is Andrew Otto registered with the SEC?
Yes. Andrew Otto is registered as an investment adviser representative in PA (CRD 5529204), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boden Wealth manage?
Boden Wealth reports $581.8M across 2,200 accounts in assets under management.
How do I contact Andrew Otto?
Through Andrew's website, www.bodenwealth.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
- Boden 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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