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They include 462 high-net-worth individuals, 88 individual clients, and 40 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Andersen Tax offer?","answer":"Andersen Tax provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Andersen Tax charge?","answer":"Andersen Tax charges 0.35%–1.00% a year for its Full-Service Investment Consulting. The fee is billed in advance and is negotiable.","source":"ANDERSEN FORM ADV PART 2A 3-30-2026, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Andersen Tax use?","answer":"Andersen Tax’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $4.33B and RBC Capital Markets, LLC (Minneapolis, MN), with $939M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Andersen Tax have?","answer":"Andersen Tax has 22 investment adviser representatives registered with state securities authorities, out of 2,061 employees, and 50 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Andersen Tax invest in?","answer":"At the end of its last fiscal year, Andersen Tax’s separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 20% state and local bonds, 5% U.S. government and agency bonds, 5% cash and equivalents, 3% pooled vehicles (private funds and similar) and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Andersen Tax?","answer":"Andersen Tax is owned through a chain of holding companies by Andersen Aggregator LLC. Its direct owner is Andersen Tax Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Andersen Tax get paid?","answer":"Andersen Tax is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Andersen Tax registered with the SEC?","answer":"Yes, Andersen Tax has been registered with the SEC as an investment adviser since 9 January 2003. Its CRD number is 124205 and its SEC file number is 801-61693.","source":"Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Andersen Tax?","answer":"Andersen Tax’s main office is at 1861 International Drive, Suite 501, McLean, VA 22102. Its phone number is 571-382-0020. Its website is andersen.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}