# Dilda Dalvi

> Dilda Dalvi is a fee-only financial advisor at Harrell Investment Partners in Austin, Texas. Harrell Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Harrell Investment Partners
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $662.4M across 766 accounts
- **CRD:** 4850130 (https://adviserinfo.sec.gov/individual/summary/4850130)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2006), Series 66 (2007)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.harrellpartners.com

## Frequently asked questions

### Is Dilda Dalvi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dilda holds no broker registration, and Harrell Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dilda charge for financial advice?

Dilda's firm, Harrell Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dilda Dalvi based?

Dilda Dalvi is based in Austin, Texas.

### Is Dilda Dalvi registered with the SEC?

Yes. Dilda Dalvi is registered as an investment adviser representative in TX (CRD 4850130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Harrell Investment Partners manage?

Harrell Investment Partners reports $662.4M across 766 accounts in assets under management.

### How do I contact Dilda Dalvi?

Through Dilda's website, www.harrellpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4850130): 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.