Andante Financial fees and pricing

Financial planner in Burlington, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, Andante Financial charges a quarterly fee of $375⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $375⁠-⁠$1,000/qtr; “Fees are paid quarterly in advance, ranging from $375 to $1,000 per quarter.”

Payment and refund terms, quoted from the fee section of the brochure.

“An account may be terminated with written notice at least 5 calendar days in advance.”
“Since fees are paid in arrears, no refund will be needed upon termination of an account.”
“Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

Principal: Alexander Rezzo
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFA.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.3% a year
Clients: 21
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $18,763,012
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 318656
Website: youtube.com/@andantefinancial (opens in new tab)
Phone: (617) 816-4422

Can advise clients in 2 states: California, Massachusetts

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.