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Advisor

Gita Rao

East Horizon Investments · Cambridge, Massachusetts

Gita Rao is a fee-only financial advisor at East Horizon Investments in Cambridge, Massachusetts. East Horizon Investments reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmEast Horizon Investments
Based in Cambridge, Massachusetts
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$63.5M across 87 accounts
SEC registration Investment adviser representative in MA · CRD 2673674
Exams passedSeries 65 (2013)
Firm size2 employees
Disclosures None reported
Websitewww.easthorizoninvestments.com

How Gita's firm compares

  • East Horizon Investments's average account is about $730,000, from its Form ADV (assets managed divided by 87 accounts).

What fee-only advisors charge in Massachusetts

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Questions about Gita

Is Gita Rao a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gita holds no broker registration, and East Horizon Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Gita charge for financial advice?

Gita's firm, East Horizon Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Gita Rao based?

Gita Rao is based in Cambridge, Massachusetts.

Is Gita Rao registered with the SEC?

Yes. Gita Rao is registered as an investment adviser representative in MA (CRD 2673674), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does East Horizon Investments manage?

East Horizon Investments reports $63.5M across 87 accounts in assets under management.

How do I contact Gita Rao?

Through Gita's website, www.easthorizoninvestments.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Cambridge

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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