Chitra Staley
TPW Finance · Mountain View, California
Chitra Staley is a fee-only financial advisor at TPW Finance in Mountain View, California, who holds the CFA credential. TPW Finance reports charging fixed fees on its Form ADV.
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Facts
| Firm | TPW Finance |
|---|---|
| Based in | Mountain View, California |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $8.6M across 14 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 727441 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tpwfinance.com |
How Chitra's firm compares
- TPW Finance's average account is about $614,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Chitra
Is Chitra Staley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chitra holds no broker registration, and TPW Finance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chitra charge for financial advice?
Chitra's firm, TPW Finance, reports charging fixed fees on its SEC Form ADV.
Where is Chitra Staley based?
Chitra Staley is based in Mountain View, California.
What credentials does Chitra Staley hold?
Chitra Staley holds the CFA credential.
Is Chitra Staley registered with the SEC?
Yes. Chitra Staley is registered as an investment adviser representative in CA (CRD 727441), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TPW Finance manage?
TPW Finance reports $8.6M across 14 accounts in assets under management.
How do I contact Chitra Staley?
Through Chitra's website, www.tpwfinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mountain View
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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