Andina Advisors fees and pricing

Published fees

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

Hourly rate

$500/hr

“We will bill clients paying a flat fee schedule an hourly rate of $500 for the time spent in the design of such financial documents (minimum 2 hours or $1,000) through the date of termination.”

Flat or project fee

$500

“A one time, flat fee, starting at $500 The Company charges a one-time, flat fee for its planning services, which covers the preparation and delivery of the Client's financial plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Andina Advisors bills

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

• “At the Client’s election, fees may alternatively be invoiced and paid directly rather than deducted from the custodial account.”
• “If so, any additional fee will be documented in writing and agreed to by the Client before it becomes payable; the Client will never be charged an additional flat fee for planning services without prior written consent.”
• “All fees collected in excess of $1,000, or those billed for the time spent if more than $1000, will be returned to you.”

How Andina Advisors’ fees compare

• Its hourly rate of $500 is above the Utah median of $200. 95% of the 78 other Utah planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Utah median of $2,050. 5% of the 63 other Utah planners that publish a flat or project fee charge less.

About Andina Advisors

• Firm size: 13 employees.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

632

Employees

13

Works with

Individuals, high net worth individuals, pension and profit sharing plans, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers

Assets managed

$1,261,450,515

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151762

Website

linkedin.com/company/andina-family-offices (opens in new tab)

Phone

(435) 250-3700

Can advise clients in 12 states: Arizona, California, Colorado, Florida, Idaho, Montana, Nevada, Oregon, Texas, Utah, Washington, Wyoming

Other planners in Logan that publish fees

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• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Abacus Investment AdvisorsSalt Lake City$100/hr
• Abg ConsultantsCottonwood Heights$250/hr, $300⁠-⁠$1,500
• Albility PlanningMapleton$275/hr, $275/mo

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