# Andrae Financial Services LLC

> Andrae Financial Services LLC is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 277134
- Filed as: ANDRAE FINANCIAL SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wisconsin
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/277134
- AdvisorCensus page: https://advisorcensus.com/firm/andrae-financial-services-llc-277134

## Quick answers

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

**Is Andrae Financial Services LLC registered with the SEC or a state?**
Andrae Financial Services LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 277134.

**How much does Andrae Financial Services LLC manage?**
Andrae Financial Services LLC reports $7,012,299 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Andrae Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); charitable organizations (1).

**Does Andrae Financial Services LLC 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/277134

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,012,299
- Discretionary: $7,012,299
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $6,307,755 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $704,544 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @RAADVISOR

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Andrae Financial Services LLC (CRD 277134): Form ADV filing data as of October 2026.