# Ahmad Saltagi

> Ahmad Saltagi is a fee-only financial advisor at Zaki Financial in Indianapolis, Indiana, who holds the CFP credential. Ahmad charges a one-time planning fee and hourly fees (one-time plans from $1,000 and $250 an hour) and focuses on estate & legacy planning, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/ahmad-saltagi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Zaki Financial
- **Based in:** Indianapolis, Indiana
- **Fee model:** One-time planning fee; Hourly
- **Fees (firm's website):** one-time plans from $1,000; $250 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $7.1M across 42 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning, Tax planning
- **CRD:** 6990973 (https://adviserinfo.sec.gov/individual/summary/6990973)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.zakifinancial.com

## Frequently asked questions

### Is Ahmad Saltagi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ahmad holds no broker registration, and Zaki Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ahmad charge for financial advice?

Ahmad charges a one-time planning fee and hourly fees.

### How much does Ahmad charge?

According to Zaki Financial's website, checked October 30, 2026: one-time plans from $1,000; $250 an hour.

### Where is Ahmad Saltagi based?

Ahmad Saltagi is based in Indianapolis, Indiana.

### What does Ahmad specialize in?

Ahmad's specialties include estate & legacy planning, retirement planning and tax planning.

### What credentials does Ahmad Saltagi hold?

Ahmad Saltagi holds the CFP credential.

### Is Ahmad Saltagi registered with the SEC?

Yes. Ahmad Saltagi is registered as an investment adviser representative in IN and TX (CRD 6990973), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Zaki Financial manage?

Zaki Financial reports $7.1M across 42 accounts in assets under management.

### How do I contact Ahmad Saltagi?

Through Ahmad's website, www.zakifinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6990973): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.zakifinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.