Anitha Rao
Financial Architects · Woodstock, Georgia
Anitha Rao is a fee-only financial advisor at Financial Architects in Woodstock, Georgia, who holds the CFP credential. Anitha charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed and a $2,000,000 asset minimum).
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Facts
| Firm | Financial Architects |
|---|---|
| Based in | Woodstock, Georgia |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $2,000,000 asset minimum |
| Assets under management | $199.2M across 345 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 5774635 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.financialarchitectsllc.com |
How Anitha's firm compares
- Financial Architects's average account is about $577,000, from its Form ADV (assets managed divided by 345 accounts).
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Questions about Anitha
Is Anitha Rao a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anitha holds no broker registration, and Financial Architects reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anitha charge for financial advice?
Anitha charges a percentage of assets and a one-time planning fee.
How much does Anitha charge?
According to Financial Architects's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.
Where is Anitha Rao based?
Anitha Rao is based in Woodstock, Georgia.
What credentials does Anitha Rao hold?
Anitha Rao holds the CFP credential.
Is Anitha Rao registered with the SEC?
Yes. Anitha Rao is registered as an investment adviser representative in GA and TX (CRD 5774635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Architects manage?
Financial Architects reports $199.2M across 345 accounts in assets under management.
How do I contact Anitha Rao?
Through Anitha's website, www.financialarchitectsllc.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
- Financial Architects 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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