Fee-only adviser · Burlington, MA
Andante Financial
Andante Financial is a fee-only investment adviser registered with the securities regulators of California, Massachusetts, with its main office in Burlington, Massachusetts. On its latest Form ADV, filed March 25, 2026, it reports $19M in regulatory assets under management, 21 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Massachusetts |
|---|---|
| Firm CRD number | 318656 |
| Office | 1500 District Avenue Burlington, MA 01803 |
| Phone | (617) 816-4422 |
| Website | www.andantefinancial.com |
| Regulatory assets under management | $19M |
| Individual clients | 21 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Burlington
- Nefpg $246M
- Charles River Wealth Management, LLC $110M
- Cornerstone Financial Management LLC $167M
- Greenway Financial Advisors LLC $107M
- Curtin Financial Services, Inc. $1.5M
- Eshel Bot Not reported
See all 8 fee-only advisers in Burlington →
Nearby
- Woburn 6 firms
- Lexington 4 firms
- Bedford 2 firms
- Wilmington 1 firm
- Winchester 3 firms
- Reading 1 firm
- Arlington 3 firms
- Wakefield 2 firms
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