Chrysta
Andrade

Root Financial Partners

CRD#7673639
Investment Advisor
in Phoenix, AZ

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About this Advisor

Chrysta Andrade is a financial advisor based in Phoenix, Arizona, working with Root Financial Partners. Chrysta has previously held positions at Personal Capital Advisors Corporation, Vector Molds, University Of Colorado At Boulder, Dr. Reeferalz, The Nirvana Center, Desert West Obgyn, Harkins Theaters, University Of Arizona Honors College, Empower Advisory Group, LLC, and Root Financial Partners, LLC. Chrysta has passed the Series 65 regulatory exam and is registered to provide services in Arizona and California. Currently, Chrysta is part of Root Financial Partners, which operates out of Phoenix, Arizona. The firm has 40 employees and manages assets totaling $1.1 billion. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Phoenix, AZ

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Root Financial Partners Brokerage Details

Total Assets Under Management

$1,106,417,268

AZ Average: $7,578,581,321
Total Number of Employees

40

AZ Average: 43
Total Number of Accounts

2,597

AZ Average: 3,727
Average Account Size

$426,037

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Chrysta Andrade Work History

2025 - Present (0 year)

Root Financial Partners, LLC

2022 - Present (3 years)

Personal Capital Advisors Corporation

2023 - 2023 (< 1 year)

Empower Advisory Group, LLC

2021 - 2021 (< 1 year)

Vector Molds

2019 - 2021 (2 years)

University Of Colorado At Boulder

2019 - 2019 (< 1 year)

Dr. Reeferalz

2018 - 2019 (1 year)

The Nirvana Center

2018 - 2018 (< 1 year)

Desert West Obgyn

2014 - 2017 (3 years)

University Of Arizona Honors College

2012 - 2017 (5 years)

Harkins Theaters

Disclosures

Please visit the SEC profile of Chrysta Andrade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Root Financial Partners

Camille Bouvet
San Diego, CA
Steven Murphy
Encinitas, CA
Carly Jeavons
Encinitas, CA
Paul Layton
Encinitas, CA
Kenzie Passino
Encinitas, CA
Susanna Van Rooyen
Port Townsend, WA
Justin Obrien
Middletown, DE
Chelsea Gonzales
Mckinney, TX

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