Andrew Tate
Cahill Financial Advisors · Edina, Minnesota
Andrew Tate is a fee-only financial advisor at Cahill Financial Advisors in Edina, Minnesota, who holds the CFP and ChFC credentials. Cahill Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cahill Financial Advisors |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.77B across 4,083 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MN, TX · CRD 4442103 |
| Exams passed | Series 63 (2001) · Series 65 (2003) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | cahillfa.com |
How Andrew's firm compares
- Cahill Financial Advisors's average account is about $434,000, from its Form ADV (assets managed divided by 4,083 accounts).
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Questions about Andrew
Is Andrew Tate a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Cahill 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's firm, Cahill Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Tate based?
Andrew Tate is based in Edina, Minnesota.
What credentials does Andrew Tate hold?
Andrew Tate holds the CFP and ChFC credentials.
Is Andrew Tate registered with the SEC?
Yes. Andrew Tate is registered as an investment adviser representative in MN and TX (CRD 4442103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cahill Financial Advisors manage?
Cahill Financial Advisors reports $1.77B across 4,083 accounts in assets under management.
How do I contact Andrew Tate?
Through Andrew's website, cahillfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
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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