# Anithah Neelakanda-Pillai

> Anithah Neelakanda-Pillai is a fee-only financial advisor at AP Investment Management in Mountain View, California, who holds the CFP credential. Anithah charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $2,000) and focuses on equity compensation, retirement planning and flat-fee planning.

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

## Facts

- **Firm:** AP Investment Management
- **Based in:** Mountain View, California
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; one-time plans from $2,000; $500 an hour; 0.7%–1.1% a year of assets managed
- **Assets under management (firm):** $41.9M across 150 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Flat-fee planning
- **Works with:** Founders, Executives, Tech employees, High earners, Multi-generational families
- **CRD:** 6407131 (https://adviserinfo.sec.gov/individual/summary/6407131)
- **SEC registration:** Investment adviser representative in CA, LA, TX
- **Exams passed:** Series 63 (2015), Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.apinvestmentmanagement.com

## Frequently asked questions

### Is Anithah Neelakanda-Pillai a fee-only financial advisor?

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

### How does Anithah charge for financial advice?

Anithah charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.

### How much does Anithah charge?

According to AP Investment Management's website, checked October 30, 2026: ongoing planning from $10,000 a year; one-time plans from $2,000; $500 an hour; 0.7%–1.1% a year of assets managed.

### Where is Anithah Neelakanda-Pillai based?

Anithah Neelakanda-Pillai is based in Mountain View, California.

### What does Anithah specialize in?

Anithah's specialties include equity compensation, retirement planning and flat-fee planning. Anithah works with founders, executives, tech employees, high earners and multi-generational families.

### What credentials does Anithah Neelakanda-Pillai hold?

Anithah Neelakanda-Pillai holds the CFP credential.

### Is Anithah Neelakanda-Pillai registered with the SEC?

Yes. Anithah Neelakanda-Pillai is registered as an investment adviser representative in CA, LA and TX (CRD 6407131), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AP Investment Management manage?

AP Investment Management reports $41.9M across 150 accounts in assets under management.

### How do I contact Anithah Neelakanda-Pillai?

Through Anithah's website, www.apinvestmentmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6407131): 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://apinvestmentmanagement.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.