# Ibtasam Mahmood

> Ibtasam Mahmood is a fee-only financial advisor at Azzad Asset Management in Falls Church, Virginia, who holds the CFP credential. Ibtasam charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Azzad Asset Management
- **Based in:** Falls Church, Virginia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.84B across 18,098 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Physicians & residents, Small business owners
- **Works with:** Physicians, High earners, Retirees, Pre-retirees, Multi-generational families
- **CRD:** 5016946 (https://adviserinfo.sec.gov/individual/summary/5016946)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (2005), Series 66 (2014)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.azzadasset.com

## Frequently asked questions

### Is Ibtasam Mahmood a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ibtasam holds no broker registration, and Azzad Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ibtasam charge for financial advice?

Ibtasam charges a percentage of assets.

### How much does Ibtasam charge?

According to Azzad Asset Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Does Ibtasam work with clients virtually?

Yes. Azzad Asset Management says on its website that it works with clients remotely.

### Where is Ibtasam Mahmood based?

Ibtasam Mahmood is based in Falls Church, Virginia.

### What does Ibtasam specialize in?

Ibtasam's specialties include retirement planning, tax planning, estate & legacy planning, physicians & residents and small business owners. Ibtasam works with physicians, high earners, retirees, pre-retirees and multi-generational families.

### What credentials does Ibtasam Mahmood hold?

Ibtasam Mahmood holds the CFP credential.

### Is Ibtasam Mahmood registered with the SEC?

Yes. Ibtasam Mahmood is registered as an investment adviser representative in VA (CRD 5016946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Azzad Asset Management manage?

Azzad Asset Management reports $1.84B across 18,098 accounts in assets under management.

### How do I contact Ibtasam Mahmood?

Through Ibtasam's website, www.azzadasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5016946): 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://azzadasset.com/): specialties, clients served, and fees, checked October 30, 2026

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