Andrew Skinner
Treehouse Wealth Advisors · Walnut Creek, California
Andrew Skinner is a fee-only financial advisor at Treehouse Wealth Advisors in Walnut Creek, California. Andrew focuses on tax planning, estate & legacy planning and retirement planning. Treehouse Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Treehouse Wealth Advisors |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $597.1M across 761 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4243917 |
| Exams passed | Series 66 (2000) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | treehousewealth.com |
| Profile |
How Andrew's firm compares
- Treehouse Wealth Advisors's average account is about $785,000, from its Form ADV (assets managed divided by 761 accounts).
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Questions about Andrew
Is Andrew Skinner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Treehouse Wealth 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, Treehouse Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Skinner based?
Andrew Skinner is based in Walnut Creek, California.
What does Andrew specialize in?
Andrew's specialties include tax planning, estate & legacy planning and retirement planning.
Is Andrew Skinner registered with the SEC?
Yes. Andrew Skinner is registered as an investment adviser representative in CA (CRD 4243917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Treehouse Wealth Advisors manage?
Treehouse Wealth Advisors reports $597.1M across 761 accounts in assets under management.
How do I contact Andrew Skinner?
Through Andrew's website, treehousewealth.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
- Treehouse Wealth 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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