Ekta Patel
Altfest Personal Wealth Management · Columbia, South Carolina
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.
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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 | $1.80B across 3,139 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CT, FL, MD, NJ, NY, SC, WA · CRD 5400483 |
| Exams passed | Series 65 (2007) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.altfest.com |
How Ekta's firm compares
- Altfest Personal Wealth Management's average account is about $573,000, from its Form ADV (assets managed divided by 3,139 accounts).
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Questions about Ekta
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.
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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