# Erandathi Shaw

> Erandathi Shaw is a fee-only financial advisor at Tanglewood Legacy Advisors in Houston, Texas, who holds the CFP credential. Erandathi focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Tanglewood Legacy Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/erandathi-shaw/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tanglewood Legacy Advisors
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $809.0M across 563 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Family wealth transfer, Estate & legacy planning, Tax planning
- **Works with:** Founders
- **CRD:** 4768836 (https://adviserinfo.sec.gov/individual/summary/4768836)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.family-cfo.com

## Frequently asked questions

### Is Erandathi Shaw a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erandathi holds no broker registration, and Tanglewood Legacy Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erandathi charge for financial advice?

Erandathi's firm, Tanglewood Legacy Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Erandathi Shaw based?

Erandathi Shaw is based in Houston, Texas.

### What does Erandathi specialize in?

Erandathi's specialties include founders (pre-exit), family wealth transfer, estate & legacy planning and tax planning. Erandathi works with founders.

### What credentials does Erandathi Shaw hold?

Erandathi Shaw holds the CFP credential.

### Is Erandathi Shaw registered with the SEC?

Yes. Erandathi Shaw is registered as an investment adviser representative in TX (CRD 4768836), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tanglewood Legacy Advisors manage?

Tanglewood Legacy Advisors reports $809.0M across 563 accounts in assets under management.

### How do I contact Erandathi Shaw?

Through Erandathi's website, www.family-cfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4768836): 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
- The firm's website (https://family-cfo.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.