Arvind Chopra
SagePointe Advisors · Fremont, California
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.
Request an introduction to Arvind →
Facts
| Firm | SagePointe Advisors |
|---|---|
| Based in | Fremont, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $79.6M across 57 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6821340 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sagepointeadvisors.com |
How Arvind's firm compares
- SagePointe Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 57 accounts).
Request an introduction to Arvind
Tell Arvind a little about what you're looking for. Arvind isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Arvind
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fremont
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
- SagePointe 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.
See something wrong? Request a correction. Read our methodology.