Gitanjali Kumar
Worthique LLC · San Francisco, California
Gitanjali Kumar is a fee-only financial advisor at Worthique LLC in San Francisco, California, who holds the CFP credential. Gitanjali charges an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $6,000 a year and one-time plans from $4,000) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Worthique LLC |
|---|---|
| Based in | San Francisco, California |
| Fee model | Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $4,000 · $300 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $758K across 1 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4055311 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | worthique.com |
| Profile |
How Gitanjali's firm compares
- Ongoing planning starts at $6,000 a year, in line with the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the California median of $300 for fee-only firms that publish prices.
- Worthique LLC's average account is about $758,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Gitanjali
Is Gitanjali Kumar a fee-only financial advisor?
Yes. Gitanjali Kumar is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gitanjali's firm.
How does Gitanjali charge for financial advice?
Gitanjali charges an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Gitanjali charge?
According to Worthique LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $4,000; $300 an hour.
Does Gitanjali work with clients virtually?
Yes. Worthique LLC says on its website that it works with clients remotely.
Where is Gitanjali Kumar based?
Gitanjali Kumar is based in San Francisco, California.
What does Gitanjali specialize in?
Gitanjali's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Gitanjali Kumar hold?
Gitanjali Kumar holds the CFP credential.
Is Gitanjali Kumar registered with the SEC?
Yes. Gitanjali Kumar is registered as an investment adviser representative in CA (CRD 4055311), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Worthique LLC manage?
Worthique LLC reports $758K across 1 accounts in assets under management.
How do I contact Gitanjali Kumar?
Through Gitanjali's website, worthique.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Worthique LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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