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Antonio Andrade, CFP fees and pricing

Financial planner in Ukiah, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Antonio Andrade, CFP charges $325 an hour and an annual fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$325/hr
“Item 5 -- Fee and Compensation My basic fee is $325 per hour and payable at the conclusion of a consultation.”
Annual fee
$1,500/yr
“Retainer fees are billed quarterly and generally begin at $1500 annually, I provide investment advisory services to individuals, high net worth individuals, small businesses, estates and trusts.”

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

How Antonio Andrade, CFP bills

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

  • “Fees are payable within seven days of the beginning of each quarter, but in no case are the payments of fees delinquent if I have not billed my client.”
  • “Clients may also elect to be billed directly for fees.”

How Antonio Andrade, CFP’s fees compare

  • Its hourly rate of $325 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
  • Its annual fee of $1,500 is below the California median of $6,250. 12% of the 224 other California planners that publish an annual fee charge less.

About Antonio Andrade, CFP

“Comprehensive Planning Services I provide comprehensive financial planning services for individuals, estates, trusts, and small businesses on a fee only basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 1990 (36 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Business owners
  • Cash flow and budgeting

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
Clients
16
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$15,260,118
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
136312
Phone
(707) 462-4930

Other planners in Ukiah that publish fees

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