Dhvani Udani
Unique Financial Advisors · Holmdel, New Jersey
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.
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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 | $74.0M across 49 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 8161286 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | uniquefinancialadvisors.com |
How Dhvani's firm compares
- Unique Financial Advisors's average account is about $1.5 million, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Dhvani
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.
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
- 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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