Kirti Bhanushali
Dversify · Georgetown, Texas
Kirti Bhanushali is a fee-only financial advisor at Dversify in Georgetown, Texas. Kirti charges an ongoing planning fee (ongoing planning from $1,980 a year and no asset minimum) and focuses on retirement planning, equity compensation and crypto & digital assets.
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Specialties
Who they serve
- Pre-retirees
- Executives
- Tech employees
- High earners
Facts
| Firm | Dversify |
|---|---|
| Based in | Georgetown, Texas |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,980 a year · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in TX · CRD 8259421 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dversify.ai |
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Questions about Kirti
Is Kirti Bhanushali a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kirti holds no broker registration, and Dversify reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kirti charge for financial advice?
Kirti charges an ongoing planning fee.
How much does Kirti charge?
According to Dversify's website, checked October 30, 2026: ongoing planning from $1,980 a year; no asset minimum.
Does Kirti work with clients virtually?
Yes. Dversify says on its website that it works with clients remotely.
Where is Kirti Bhanushali based?
Kirti Bhanushali is based in Georgetown, Texas.
What does Kirti specialize in?
Kirti's specialties include retirement planning, equity compensation, crypto & digital assets, tax planning and estate & legacy planning. Kirti works with pre-retirees, executives, tech employees and high earners.
Is Kirti Bhanushali registered with the SEC?
Yes. Kirti Bhanushali is registered as an investment adviser representative in TX (CRD 8259421), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Kirti Bhanushali?
Through Kirti's website, dversify.ai.
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
- Dversify 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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