Ishaq Mohiuddin
ShariaPortfolio · Lake Mary, Florida
Ishaq Mohiuddin is a fee-only financial advisor at ShariaPortfolio in Lake Mary, Florida. Ishaq charges a percentage of assets (0.5%–0.75% a year of assets managed and a $1,000 asset minimum) and focuses on retirement planning and sustainable & impact investing.
Request an introduction to Ishaq →
Specialties
Facts
| Firm | ShariaPortfolio |
|---|---|
| Based in | Lake Mary, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–0.75% a year of assets managed · A $1,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $3.01B across 3,125 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 1722624 |
| Exams passed | Series 63 (1992) · Series 65 (2007) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.shariaportfolio.com |
| Profile |
How Ishaq's firm compares
- ShariaPortfolio's average account is about $963,000, from its Form ADV (assets managed divided by 3,125 accounts).
Request an introduction to Ishaq
Tell Ishaq a little about what you're looking for. Ishaq isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ishaq
Is Ishaq Mohiuddin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ishaq holds no broker registration, and ShariaPortfolio reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ishaq charge for financial advice?
Ishaq charges a percentage of assets.
How much does Ishaq charge?
According to ShariaPortfolio's website, checked October 30, 2026: 0.5%–0.75% a year of assets managed; a $1,000 asset minimum.
Where is Ishaq Mohiuddin based?
Ishaq Mohiuddin is based in Lake Mary, Florida.
What does Ishaq specialize in?
Ishaq's specialties include retirement planning and sustainable & impact investing.
Is Ishaq Mohiuddin registered with the SEC?
Yes. Ishaq Mohiuddin is registered as an investment adviser representative in IL and TX (CRD 1722624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ShariaPortfolio manage?
ShariaPortfolio reports $3.01B across 3,125 accounts in assets under management.
How do I contact Ishaq Mohiuddin?
Through Ishaq's website, www.shariaportfolio.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
- ShariaPortfolio 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.
See something wrong? Request a correction. Read our methodology.