# Maha Gannavaram

> Maha Gannavaram is a fee-only financial advisor at Unique Financial Advisors in New York, New York, who holds the CFP, EA and MSFP credentials. Maha charges an ongoing planning fee and focuses on tax planning.

Page: https://find.wellspent.co/advisors/maha-gannavaram/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Unique Financial Advisors
- **Based in:** New York, New York
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $74.0M across 49 accounts
- **Credentials:** CFP, EA, MSFP
- **Specialties:** Tax planning
- **Works with:** Pre-retirees
- **CRD:** 7330081 (https://adviserinfo.sec.gov/individual/summary/7330081)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://uniquefinancialadvisors.com

## Frequently asked questions

### Is Maha Gannavaram a fee-only financial advisor?

Yes. Maha Gannavaram is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Maha's firm.

### How does Maha charge for financial advice?

Maha charges an ongoing planning fee.

### Where is Maha Gannavaram based?

Maha Gannavaram is based in New York, New York.

### What does Maha specialize in?

Maha's specialties include tax planning. Maha works with pre-retirees.

### What credentials does Maha Gannavaram hold?

Maha Gannavaram holds the CFP, EA and MSFP credentials.

### Is Maha Gannavaram registered with the SEC?

Yes. Maha Gannavaram is registered as an investment adviser representative in NJ, NY and TX (CRD 7330081), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Unique Financial Advisors manage?

Unique Financial Advisors reports $74.0M across 49 accounts in assets under management.

### How do I contact Maha Gannavaram?

Through Maha's website, uniquefinancialadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38446): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://uniquefinancialadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.