# John McAndrew Financial Advisors LLC

> John McAndrew Financial Advisors LLC is a state-registered investment advisory firm in Park City, UT, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 268800
- Filed as: JOHN MCANDREW FINANCIAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Park City, UT
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/268800
- AdvisorCensus page: https://advisorcensus.com/firm/john-mcandrew-financial-advisors-llc-park-city-ut-268800

## Quick answers

**How is John McAndrew Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), John McAndrew Financial Advisors LLC 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 John McAndrew Financial Advisors LLC located?**
John McAndrew Financial Advisors LLC's principal office is in Park City, UT, according to its Form ADV.

**Is John McAndrew Financial Advisors LLC registered with the SEC or a state?**
John McAndrew Financial Advisors LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 268800.

**How much does John McAndrew Financial Advisors LLC manage?**
John McAndrew Financial Advisors LLC reports $75,366,178 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does John McAndrew Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (18); charitable organizations (1).

**Does John McAndrew Financial Advisors 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/268800

## 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: $75,366,178
- Discretionary: $75,366,178
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $10,041,578 |
| High net worth individuals | 18 | $65,199,071 |
| 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 | $125,529 |
| 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
- Pension consulting services

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

### Websites listed on Form ADV (Item 1.I)
- [johnmcandrewfa.com](https://johnmcandrewfa.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. John McAndrew Financial Advisors LLC (CRD 268800): Form ADV filing data as of October 2026.