Amirthraj Ramakrishnan
Valuetree Financial · Austin, Texas
Amirthraj Ramakrishnan is a fee-only financial advisor at Valuetree Financial in Austin, Texas. Valuetree Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Valuetree Financial |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $9.4M across 39 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7118607 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.valuetreefinancial.com |
| Profile |
How Amirthraj's firm compares
- Valuetree Financial's average account is about $242,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Amirthraj
Is Amirthraj Ramakrishnan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amirthraj holds no broker registration, and Valuetree Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amirthraj charge for financial advice?
Amirthraj's firm, Valuetree Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amirthraj Ramakrishnan based?
Amirthraj Ramakrishnan is based in Austin, Texas.
Is Amirthraj Ramakrishnan registered with the SEC?
Yes. Amirthraj Ramakrishnan is registered as an investment adviser representative in TX (CRD 7118607), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Valuetree Financial manage?
Valuetree Financial reports $9.4M across 39 accounts in assets under management.
How do I contact Amirthraj Ramakrishnan?
Through Amirthraj's website, www.valuetreefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- 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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