# Andante Financial

> Andante Financial is a state-registered investment advisory firm in Burlington, MA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 318656
- Filed as: ANDANTE FINANCIAL
- Legal name: Andante Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burlington, MA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318656
- AdvisorCensus page: https://advisorcensus.com/firm/andante-financial-burlington-ma-318656

## Quick answers

**How is Andante Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Andante Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Andante Financial located?**
Andante Financial's principal office is in Burlington, MA, according to its Form ADV.

**Is Andante Financial registered with the SEC or a state?**
Andante Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318656.

**How much does Andante Financial manage?**
Andante Financial reports $18,763,012 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Andante Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does Andante Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318656

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,763,012
- Discretionary: $18,763,012
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $7,352,119 |
| High net worth individuals | Fewer than 5 | $8,329,153 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,081,740 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [andantefinancial.com](https://andantefinancial.com)
- LinkedIn @andante-financial
- YouTube @andantefinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Andante Financial (CRD 318656): Form ADV filing data as of October 2026.