Erandathi Shaw
Tanglewood Legacy Advisors · Houston, Texas
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Tanglewood Legacy Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $809.0M across 563 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4768836 |
| Exams passed | Series 66 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.family-cfo.com |
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Questions about Erandathi
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.
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
- Tanglewood Legacy Advisors 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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