Dilda Dalvi
Harrell Investment Partners · Austin, Texas
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.
Request an introduction to Dilda →
Facts
| Firm | Harrell Investment Partners |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $662.4M across 766 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4850130 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.harrellpartners.com |
| Profile |
How Dilda's firm compares
- Harrell Investment Partners's average account is about $865,000, from its Form ADV (assets managed divided by 766 accounts).
Request an introduction to Dilda
Tell Dilda a little about what you're looking for. Dilda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dilda
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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.
See something wrong? Request a correction. Read our methodology.