# Jay Taparia

> Jay Taparia is a fee-only financial advisor at Sanskar Advisors in Nyack, New York, who holds the CFA credential. Jay focuses on retirement planning. Sanskar Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Sanskar Advisors
- **Based in:** Nyack, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $47.9M across 280 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **CRD:** 2999590 (https://adviserinfo.sec.gov/individual/summary/2999590)
- **SEC registration:** Investment adviser representative in IL, NY
- **Exams passed:** Series 66 (1998)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.sanskar.com

## Frequently asked questions

### Is Jay Taparia a fee-only financial advisor?

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

### How does Jay charge for financial advice?

Jay's firm, Sanskar Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jay Taparia based?

Jay Taparia is based in Nyack, New York.

### What does Jay specialize in?

Jay's specialties include retirement planning.

### What credentials does Jay Taparia hold?

Jay Taparia holds the CFA credential.

### Is Jay Taparia registered with the SEC?

Yes. Jay Taparia is registered as an investment adviser representative in IL and NY (CRD 2999590), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sanskar Advisors manage?

Sanskar Advisors reports $47.9M across 280 accounts in assets under management.

### How do I contact Jay Taparia?

Through Jay's website, www.sanskar.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2999590): 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://www.sanskar.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.