# Dhvani Udani

> Dhvani Udani is a fee-only financial advisor at Unique Financial Advisors in Holmdel, New Jersey. Unique Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dhvani-udani/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Unique Financial Advisors
- **Based in:** Holmdel, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $74.0M across 49 accounts
- **CRD:** 8161286 (https://adviserinfo.sec.gov/individual/summary/8161286)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://uniquefinancialadvisors.com/

## Frequently asked questions

### Is Dhvani Udani a fee-only financial advisor?

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

### How does Dhvani charge for financial advice?

Dhvani's firm, Unique Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dhvani Udani based?

Dhvani Udani is based in Holmdel, New Jersey.

### Is Dhvani Udani registered with the SEC?

Yes. Dhvani Udani is registered as an investment adviser representative in NJ and NY (CRD 8161286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Unique Financial Advisors manage?

Unique Financial Advisors reports $74.0M across 49 accounts in assets under management.

### How do I contact Dhvani Udani?

Through Dhvani's website, uniquefinancialadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8161286): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.