John Mcandrew Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$1,000

“QUALIFIED PLAN CONSULTING SERVICES Advisor offers qualified plan consulting services to individuals for a negotiable flat fee of $250 - $1,000 based on the complexity of the case for the consultation.”

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

How John Mcandrew Financial Advisors LLC bills

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

• “The annual fee may be negotiable depending upon the amount of assets and client relationship.”
• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How John Mcandrew Financial Advisors LLC’s fees compare

• Its flat or project fee of $250-$1,000 is below the Utah median of $2,050. 13% of the 63 other Utah planners that publish a flat or project fee charge less.

About John Mcandrew Financial Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

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% a year

Clients

58

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$75,366,178

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

268800

Website

johnmcandrewfa.com (opens in new tab)

Phone

(559) 349-2564

Can advise clients in 2 states: California, Utah

Other planners in Heber City that publish fees

• Balanced CapitalHeber City$150/hr
• 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
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000

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