Dipit Gupta
Finomenon · Kirkland, Washington
Dipit Gupta is a fee-only financial advisor at Finomenon in Kirkland, Washington. Dipit focuses on retirement planning, tax planning and equity compensation. Finomenon reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | Finomenon |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $3.1M across 23 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8222796 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | finomenon.us |
| Profile |
How Dipit's firm compares
- Finomenon's average account is about $136,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Dipit
Is Dipit Gupta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dipit holds no broker registration, and Finomenon reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dipit charge for financial advice?
Dipit's firm, Finomenon, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dipit Gupta based?
Dipit Gupta is based in Kirkland, Washington.
What does Dipit specialize in?
Dipit's specialties include retirement planning, tax planning and equity compensation. Dipit works with executives.
Is Dipit Gupta registered with the SEC?
Yes. Dipit Gupta is registered as an investment adviser representative in WA (CRD 8222796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finomenon manage?
Finomenon reports $3.1M across 23 accounts in assets under management.
How do I contact Dipit Gupta?
Through Dipit's website, finomenon.us.
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
- Finomenon 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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