Andrew W. Stange
CW ADVISORS
MESA, AZ 85201
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CRD#: 6086497
Professional summary
Andrew Wilson Stange, CFP® is a registered financial advisor currently at CW ADVISORS, LLC located in Mesa, Arizona.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Andrew has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Core Areas of Focus
Business Owners
Cash Flow/Budgets/Credit Issues
College/Education Planning
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Biography
Being part of a fee only firm allows Andrew and his colleagues to do what is best for their clients. He strives to follow six core values: Organization, Accountability, Objectivity, Proactivity, Education, and Partnership. He aims to make sure that his clients have a financial peace of mind with the help of a solid financial plan and investment options that match the client's needs and goals.
Andrew grew up in Southern California and currently lives in Mesa, Arizona with his wife Susan and four children. He grew up playing soccer, surfing, backpacking the Sierras, and learning how to work on cars with his dad. Currently, he can be found cheering on his kids from the sidelines, occasionally coaches, and even goes out and plays in a few adult soccer leagues.
Question & Answer
What are your service offerings?
Budgeting
Life Transitions
Investment Planning
Debt Management
Retirement Income Management
Comprehensive Financial Planni...
Social Security Planning
Inheritance
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Wilson Stange's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
February 2, 2026 - Present
CW ADVISORS, LLC
Office #1: 1 N Macdonald 201, Mesa, AZ 85201RIA
CRD#: 310873
MESA, AZ
Past
March 11, 2022 - February 9, 2026
ROVIN CAPITAL
RIA
CRD#: 152662
MESA, AZ
Past
July 13, 2018 - February 16, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
April 12, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
September 3, 2012 - February 4, 2022
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CW ADVISORS, LLC
CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC
CRD#: 310873 / SEC#: 801-119667
RIA
Registered Investment Advisory firm - (10/21/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(2/2/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CA
CW ADVISORS, LLC
CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC
CRD#: 310873 / SEC#: 801-119667
RIA
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Contact information
Main Address
155 Seaport Blvd 3rd Floor, Boston, MA 02210
Mailing Address
Phone number
(617) 428-7600
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,836 |
| AUM (Assets Under Management) | $ 9,301,984,860 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 07/02/2024 | ||
| 09/20/2023 |
Red Flags
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