# Ekta Patel

> Ekta Patel is a fee-only financial advisor at Altfest Personal Wealth Management in Columbia, South Carolina, who holds the CFP credential. Altfest Personal Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Altfest Personal Wealth Management
- **Based in:** Columbia, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.80B across 3,139 accounts
- **Credentials:** CFP
- **CRD:** 5400483 (https://adviserinfo.sec.gov/individual/summary/5400483)
- **SEC registration:** Investment adviser representative in CA, CT, FL, MD, NJ, NY, SC, WA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 42 employees
- **Disclosures:** None reported
- **Website:** http://www.altfest.com

## Frequently asked questions

### Is Ekta Patel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ekta holds no broker registration, and Altfest Personal Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ekta charge for financial advice?

Ekta's firm, Altfest Personal Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ekta Patel based?

Ekta Patel is based in Columbia, South Carolina.

### What credentials does Ekta Patel hold?

Ekta Patel holds the CFP credential.

### Is Ekta Patel registered with the SEC?

Yes. Ekta Patel is registered as an investment adviser representative in CA, CT, FL, MD, NJ, NY, SC and WA (CRD 5400483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Altfest Personal Wealth Management manage?

Altfest Personal Wealth Management reports $1.80B across 3,139 accounts in assets under management.

### How do I contact Ekta Patel?

Through Ekta's website, www.altfest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5400483): 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.