Kavita Rathi
OneNorthStar · Stamford, Connecticut
Kavita Rathi is a fee-only financial advisor at OneNorthStar in Stamford, Connecticut. Kavita charges a percentage of assets (no asset minimum).
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Who they serve
- Executives
Facts
| Firm | OneNorthStar |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Assets under management | $64.4M across 164 accounts |
| SEC registration | Investment adviser representative in CT, NJ · CRD 7852837 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | onenorthstar.com |
How Kavita's firm compares
- OneNorthStar's average account is about $393,000, from its Form ADV (assets managed divided by 164 accounts).
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Questions about Kavita
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.
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
- OneNorthStar 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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