# Arvind Chopra

> Arvind Chopra is a fee-only financial advisor at SagePointe Advisors in Fremont, California. SagePointe Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** SagePointe Advisors
- **Based in:** Fremont, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $79.6M across 57 accounts
- **CRD:** 6821340 (https://adviserinfo.sec.gov/individual/summary/6821340)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sagepointeadvisors.com

## Frequently asked questions

### Is Arvind Chopra a fee-only financial advisor?

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

### How does Arvind charge for financial advice?

Arvind's firm, SagePointe Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Arvind Chopra based?

Arvind Chopra is based in Fremont, California.

### Is Arvind Chopra registered with the SEC?

Yes. Arvind Chopra is registered as an investment adviser representative in CA and TX (CRD 6821340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does SagePointe Advisors manage?

SagePointe Advisors reports $79.6M across 57 accounts in assets under management.

### How do I contact Arvind Chopra?

Through Arvind's website, sagepointeadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6821340): 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://sagepointeadvisors.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.