Arpy Raval
Shah Wealth Advisors · Chino Hills, California
Arpy Raval is a fee-only financial advisor at Shah Wealth Advisors in Chino Hills, California, who holds the CFP credential. Arpy focuses on small business owners, retirement planning and estate & legacy planning. Shah Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Shah Wealth Advisors |
|---|---|
| Based in | Chino Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $606.2M across 857 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6438693 |
| Exams passed | Series 63 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.shahwealthadvisors.com |
| Profile |
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Questions about Arpy
Is Arpy Raval a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Arpy holds no broker registration, and Shah Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Arpy charge for financial advice?
Arpy's firm, Shah Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Arpy Raval based?
Arpy Raval is based in Chino Hills, California.
What does Arpy specialize in?
Arpy's specialties include small business owners, retirement planning, estate & legacy planning, tax planning and founders (pre-exit). Arpy works with multi-generational families.
What credentials does Arpy Raval hold?
Arpy Raval holds the CFP credential.
Is Arpy Raval registered with the SEC?
Yes. Arpy Raval is registered as an investment adviser representative in CA (CRD 6438693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shah Wealth Advisors manage?
Shah Wealth Advisors reports $606.2M across 857 accounts in assets under management.
How do I contact Arpy Raval?
Through Arpy's website, www.shahwealthadvisors.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
- Shah Wealth Advisors 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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