Kamaljit Somal
DF Direct · London, Florida
Kamaljit Somal is a fee-only financial advisor at DF Direct in London, Florida. Kamaljit charges a percentage of assets (0.5% a year on the first tier of assets managed and no asset minimum) and focuses on cross-border (US / Canada).
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Specialties
Who they serve
- Cross-border families
- Early-career professionals
Facts
| Firm | DF Direct |
|---|---|
| Based in | London, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $601.7M across 1,701 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7263838 |
| Exams passed | Series 65 (2021) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.df-direct.com |
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Questions about Kamaljit
Is Kamaljit Somal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kamaljit holds no broker registration, and DF Direct reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kamaljit charge for financial advice?
Kamaljit charges a percentage of assets.
How much does Kamaljit charge?
According to DF Direct's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed; no asset minimum.
Does Kamaljit work with clients virtually?
Yes. DF Direct says on its website that it works with clients remotely.
Where is Kamaljit Somal based?
Kamaljit Somal is based in London, Florida.
What does Kamaljit specialize in?
Kamaljit's specialties include cross-border (US / Canada). Kamaljit works with cross-border families and early-career professionals.
Is Kamaljit Somal registered with the SEC?
Yes. Kamaljit Somal is registered as an investment adviser representative in FL (CRD 7263838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DF Direct manage?
DF Direct reports $601.7M across 1,701 accounts in assets under management.
How do I contact Kamaljit Somal?
Through Kamaljit's website, www.df-direct.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
- DF Direct 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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