Maha Gannavaram
Unique Financial Advisors · New York, New York
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.
Request an introduction to Maha →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Unique Financial Advisors |
|---|---|
| Based in | New York, New York |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $74.0M across 49 accounts |
| Credentials | CFP · EA · MSFP |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 7330081 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | uniquefinancialadvisors.com |
How Maha's firm compares
- Unique Financial Advisors's average account is about $1.5 million, from its Form ADV (assets managed divided by 49 accounts).
Request an introduction to Maha
Tell Maha a little about what you're looking for. Maha isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Maha
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Unique Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.