Ahmad Saltagi
Zaki Financial · Indianapolis, Indiana
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.
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Specialties
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 |
| Assets under management | $7.1M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 6990973 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.zakifinancial.com |
How Ahmad's firm compares
- A one-time plan starts at $1,000, below the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- Zaki Financial's average account is about $169,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Ahmad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Zaki Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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