Aditi Kapadia
Wealth IQ · Springfield, Illinois
Aditi Kapadia is a fee-only financial advisor at Wealth IQ in Springfield, Illinois, who holds the CFA, CFP and MBA credentials. Aditi charges a percentage of assets, a one-time planning fee, an ongoing planning fee and hourly fees (one-time plans from $1,500 and 0.65% a year on the first tier of assets managed) and focuses on equity compensation, cross-border (US / Canada) and tax planning.
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Specialties
Who they serve
- Executives
- Canadians in the US
- Newcomers (immigration)
- High earners
Facts
| Firm | Wealth IQ |
|---|---|
| Based in | Springfield, Illinois |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee · Hourly |
| Fees (firm's website) | One-time plans from $1,500 · 0.65% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.3M across 4 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in CO, IL, TX · CRD 7470126 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthiqco.com |
| Profile |
How Aditi's firm compares
- A one-time plan starts at $1,500, below the Illinois median of $2,625 for fee-only firms that publish prices.
- Wealth IQ's average account is about $331,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Aditi
Is Aditi Kapadia a fee-only financial advisor?
Yes. Aditi Kapadia is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Aditi's firm.
How does Aditi charge for financial advice?
Aditi charges a percentage of assets, a one-time planning fee, an ongoing planning fee and hourly fees.
How much does Aditi charge?
According to Wealth IQ's website, checked October 28, 2026: one-time plans from $1,500; 0.65% a year on the first tier of assets managed; no asset minimum.
Does Aditi work with clients virtually?
Yes. Wealth IQ says on its website that it works with clients remotely.
Where is Aditi Kapadia based?
Aditi Kapadia is based in Springfield, Illinois.
What does Aditi specialize in?
Aditi's specialties include equity compensation, cross-border (US / Canada), tax planning, estate & legacy planning and retirement planning. Aditi works with executives, Canadians in the US, newcomers (immigration) and high earners.
What credentials does Aditi Kapadia hold?
Aditi Kapadia holds the CFA, CFP and MBA credentials.
Is Aditi Kapadia registered with the SEC?
Yes. Aditi Kapadia is registered as an investment adviser representative in CO, IL and TX (CRD 7470126), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wealth IQ manage?
Wealth IQ reports $1.3M across 4 accounts in assets under management.
How do I contact Aditi Kapadia?
Through Aditi's website, wealthiqco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Wealth IQ website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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