AC
CFP
AC
CFP

Andrew Cardillo

10 Years of Experience
Deerfield, IL

Andrew Cardillo is a CFP-designated registered investment advisor at Indivisible Partners, based in Deerfield, IL, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 676 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
676 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

570 Lake Cook Road, Suite 300, Office 3021, Deerfield, IL, 60015

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Indivisible Partners
April 2026 - Present · 6 mos
Previous Registrations
UBS Financial Services INC.
March 2017 - April 2026 · 9 yrs 1 mo
UBS Financial Services INC.Broker
June 2016 - April 2026 · 9 yrs 10 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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