Antonio Andrade
Antonio Andrade, CFP · Ukiah, California
Antonio Andrade is a fee-only financial advisor at Antonio Andrade, CFP in Ukiah, California, who holds the CFP credential. Antonio Andrade, CFP reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Antonio Andrade, CFP |
|---|---|
| Based in | Ukiah, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.3M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2005535 |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Antonio's firm compares
- Antonio Andrade, CFP's average account is about $954,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Antonio
Is Antonio Andrade a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Antonio holds no broker registration, and Antonio Andrade, CFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Antonio charge for financial advice?
Antonio's firm, Antonio Andrade, CFP, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Antonio Andrade based?
Antonio Andrade is based in Ukiah, California.
What credentials does Antonio Andrade hold?
Antonio Andrade holds the CFP credential.
Is Antonio Andrade registered with the SEC?
Yes. Antonio Andrade is registered as an investment adviser representative in CA (CRD 2005535), 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 Antonio Andrade, CFP manage?
Antonio Andrade, CFP reports $15.3M across 16 accounts in assets under management.
How do I contact Antonio Andrade?
Contact details aren't on file yet. Search for Antonio Andrade, CFP.
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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