Anil Chacko
Ark Alliance Financial · Missouri City, Texas
Anil Chacko is a fee-only financial advisor at Ark Alliance Financial in Missouri City, Texas, who holds the CFP and CKA credentials. Anil charges hourly fees and focuses on retirement planning, estate & legacy planning and sustainable & impact investing.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Ark Alliance Financial |
|---|---|
| Based in | Missouri City, Texas |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $83.7M across 197 accounts |
| Credentials | CFP · CKA |
| SEC registration | Investment adviser representative in TX · CRD 4471643 |
| Exams passed | Series 63 (2001) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | arkalliancefinancial.com |
| Profile |
How Anil's firm compares
- Ark Alliance Financial's average account is about $425,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Anil
Is Anil Chacko a fee-only financial advisor?
Yes. Anil Chacko is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anil's firm.
How does Anil charge for financial advice?
Anil charges hourly fees.
Where is Anil Chacko based?
Anil Chacko is based in Missouri City, Texas.
What does Anil specialize in?
Anil's specialties include retirement planning, estate & legacy planning and sustainable & impact investing. Anil works with pre-retirees.
What credentials does Anil Chacko hold?
Anil Chacko holds the CFP and CKA credentials.
Is Anil Chacko registered with the SEC?
Yes. Anil Chacko is registered as an investment adviser representative in TX (CRD 4471643), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Ark Alliance Financial manage?
Ark Alliance Financial reports $83.7M across 197 accounts in assets under management.
How do I contact Anil Chacko?
Through Anil's website, arkalliancefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri City
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Ark Alliance Financial 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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