Narendra Kapadia
Value Financial Services · Chelmsford, Massachusetts
Narendra Kapadia is a fee-only financial advisor at Value Financial Services in Chelmsford, Massachusetts. Value Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Value Financial Services |
|---|---|
| Based in | Chelmsford, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9.2M across 21 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2774861 |
| Exams passed | Series 63 (1996) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Narendra's firm compares
- Value Financial Services's average account is about $438,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Narendra
Is Narendra Kapadia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Narendra holds no broker registration, and Value Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Narendra charge for financial advice?
Narendra's firm, Value Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Narendra Kapadia based?
Narendra Kapadia is based in Chelmsford, Massachusetts.
Is Narendra Kapadia registered with the SEC?
Yes. Narendra Kapadia is registered as an investment adviser representative in MA (CRD 2774861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Value Financial Services manage?
Value Financial Services reports $9.2M across 21 accounts in assets under management.
How do I contact Narendra Kapadia?
Contact details aren't on file yet. Search for Value Financial Services.
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
- 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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