# Naveen Gopal

> Naveen Gopal is a fee-only financial advisor at Pacifica Partners in Surrey, Texas. Naveen charges a percentage of assets and hourly fees and focuses on cross-border (US / Canada), sustainable & impact investing and family wealth transfer.

Page: https://find.wellspent.co/advisors/naveen-gopal/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pacifica Partners
- **Based in:** Surrey, Texas
- **Fee model:** Percentage of assets; Hourly
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $316.0M across 1,447 accounts
- **Specialties:** Cross-border (US / Canada), Sustainable & impact investing, Family wealth transfer, Physicians & residents, Small business owners
- **Works with:** Cross-border families, Canadians in the US, Multi-generational families, Physicians, Executives, Retirees
- **CRD:** 5730243 (https://adviserinfo.sec.gov/individual/summary/5730243)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.pacificapartners.com

## Frequently asked questions

### Is Naveen Gopal a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Naveen holds no broker registration, and Pacifica Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Naveen charge for financial advice?

Naveen charges a percentage of assets and hourly fees.

### Does Naveen work with clients virtually?

Yes. Pacifica Partners says on its website that it works with clients remotely.

### Where is Naveen Gopal based?

Naveen Gopal is based in Surrey, Texas.

### What does Naveen specialize in?

Naveen's specialties include cross-border (US / Canada), sustainable & impact investing, family wealth transfer, physicians & residents and small business owners. Naveen works with cross-border families, Canadians in the US, multi-generational families, physicians and executives.

### Is Naveen Gopal registered with the SEC?

Yes. Naveen Gopal is registered as an investment adviser representative in TX and WA (CRD 5730243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pacifica Partners manage?

Pacifica Partners reports $316.0M across 1,447 accounts in assets under management.

### How do I contact Naveen Gopal?

Through Naveen's website, www.pacificapartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5730243): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://pacificapartners.com/): specialties, clients served, and fees, checked October 30, 2026

---

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