Annamalai Rajendran
Family CFO · Los Altos, California
Annamalai Rajendran is a fee-only financial advisor at Family CFO in Los Altos, California, who holds the CFP credential. Family CFO reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Family CFO |
|---|---|
| Based in | Los Altos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $289.5M across 213 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2458038 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.familycfoinc.com |
How Annamalai's firm compares
- Family CFO's average account is about $1.4 million, from its Form ADV (assets managed divided by 213 accounts).
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Questions about Annamalai
Is Annamalai Rajendran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Annamalai holds no broker registration, and Family CFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Annamalai charge for financial advice?
Annamalai's firm, Family CFO, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Annamalai Rajendran based?
Annamalai Rajendran is based in Los Altos, California.
What credentials does Annamalai Rajendran hold?
Annamalai Rajendran holds the CFP credential.
Is Annamalai Rajendran registered with the SEC?
Yes. Annamalai Rajendran is registered as an investment adviser representative in CA (CRD 2458038), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family CFO manage?
Family CFO reports $289.5M across 213 accounts in assets under management.
How do I contact Annamalai Rajendran?
Through Annamalai's website, www.familycfoinc.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
- 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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