# Kavita Rathi

> Kavita Rathi is a fee-only financial advisor at OneNorthStar in Stamford, Connecticut. Kavita charges a percentage of assets (no asset minimum).

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

## Facts

- **Firm:** OneNorthStar
- **Based in:** Stamford, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $64.4M across 164 accounts
- **Works with:** Executives
- **CRD:** 7852837 (https://adviserinfo.sec.gov/individual/summary/7852837)
- **SEC registration:** Investment adviser representative in CT, NJ
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://onenorthstar.com

## Frequently asked questions

### Is Kavita Rathi a fee-only financial advisor?

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

### How does Kavita charge for financial advice?

Kavita charges a percentage of assets.

### How much does Kavita charge?

According to OneNorthStar's website, checked October 30, 2026: no asset minimum.

### Does Kavita work with clients virtually?

Yes. OneNorthStar says on its website that it works with clients remotely.

### Where is Kavita Rathi based?

Kavita Rathi is based in Stamford, Connecticut.

### Is Kavita Rathi registered with the SEC?

Yes. Kavita Rathi is registered as an investment adviser representative in CT and NJ (CRD 7852837), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OneNorthStar manage?

OneNorthStar reports $64.4M across 164 accounts in assets under management.

### How do I contact Kavita Rathi?

Through Kavita's website, onenorthstar.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7852837): 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.onenorthstar.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.