Joshi Koneru
Watershed Private Wealth · Oak Brook, Illinois
Joshi Koneru is a fee-only financial advisor at Watershed Private Wealth in Oak Brook, Illinois, who holds the CFP credential. Joshi charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Watershed Private Wealth |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $413.7M across 555 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 5335312 |
| Exams passed | Series 63 (2007) · Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | watershedprivatewealth.com |
| Profile |
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Questions about Joshi
Is Joshi Koneru a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshi holds no broker registration, and Watershed Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshi charge for financial advice?
Joshi charges a percentage of assets.
How much does Joshi charge?
According to Watershed Private Wealth's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Joshi Koneru based?
Joshi Koneru is based in Oak Brook, Illinois.
What does Joshi specialize in?
Joshi's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Joshi works with retirees, pre-retirees and executives.
What credentials does Joshi Koneru hold?
Joshi Koneru holds the CFP credential.
Is Joshi Koneru registered with the SEC?
Yes. Joshi Koneru is registered as an investment adviser representative in IL and TX (CRD 5335312), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Watershed Private Wealth manage?
Watershed Private Wealth reports $413.7M across 555 accounts in assets under management.
How do I contact Joshi Koneru?
Through Joshi's website, watershedprivatewealth.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
- Watershed Private Wealth 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.
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