Rodney Andrae
Andrae Financial Services · Darlington, Wisconsin
Rodney Andrae is a fee-only financial advisor at Andrae Financial Services in Darlington, Wisconsin. Andrae Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Andrae Financial Services |
|---|---|
| Based in | Darlington, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.0M across 38 accounts |
| SEC registration | Investment adviser representative in WI · CRD 1954734 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Rodney's firm compares
- Andrae Financial Services's average account is about $185,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Rodney
Is Rodney Andrae a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rodney holds no broker registration, and Andrae Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rodney charge for financial advice?
Rodney's firm, Andrae Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rodney Andrae based?
Rodney Andrae is based in Darlington, Wisconsin.
Is Rodney Andrae registered with the SEC?
Yes. Rodney Andrae is registered as an investment adviser representative in WI (CRD 1954734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Andrae Financial Services manage?
Andrae Financial Services reports $7.0M across 38 accounts in assets under management.
How do I contact Rodney Andrae?
Contact details aren't on file yet. Search for Andrae Financial Services.
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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