Cyrus Eslami
Eslami & Co. Wealth Management · Glen Ridge, New Jersey
Cyrus Eslami is a fee-only financial advisor at Eslami & Co. Wealth Management in Glen Ridge, New Jersey. Cyrus charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation and founders (pre-exit).
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Eslami & Co. Wealth Management |
|---|---|
| Based in | Glen Ridge, New Jersey |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $10.7M across 67 accounts |
| SEC registration | Investment adviser representative in CA, NJ, NY · CRD 6086601 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | eslami.co |
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Questions about Cyrus
Is Cyrus Eslami a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cyrus holds no broker registration, and Eslami & Co. Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cyrus charge for financial advice?
Cyrus charges a percentage of assets and an ongoing planning fee.
How much does Cyrus charge?
According to Eslami & Co. Wealth Management's website, checked October 30, 2026: ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed.
Where is Cyrus Eslami based?
Cyrus Eslami is based in Glen Ridge, New Jersey.
What does Cyrus specialize in?
Cyrus's specialties include equity compensation and founders (pre-exit). Cyrus works with tech employees.
Is Cyrus Eslami registered with the SEC?
Yes. Cyrus Eslami is registered as an investment adviser representative in CA, NJ and NY (CRD 6086601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eslami & Co. Wealth Management manage?
Eslami & Co. Wealth Management reports $10.7M across 67 accounts in assets under management.
How do I contact Cyrus Eslami?
Through Cyrus's website, eslami.co.
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
- Eslami & Co. Wealth Management 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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