Neil Krishnaswamy
Krishna Wealth Planning LLC · McKinney, Texas
Neil Krishnaswamy is a fee-only financial advisor at Krishna Wealth Planning LLC in McKinney, Texas, who holds the CFP, EA and RICP credentials. Krishna Wealth Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Krishna Wealth Planning LLC |
|---|---|
| Based in | McKinney, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.3M across 181 accounts |
| Credentials | CFP · EA · RICP |
| SEC registration | Investment adviser representative in TX · CRD 5983812 |
| Exams passed | Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | krishnawealth.com |
| Profile |
How Neil's firm compares
- Krishna Wealth Planning LLC's average account is about $206,000, from its Form ADV (assets managed divided by 181 accounts).
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Questions about Neil
Is Neil Krishnaswamy a fee-only financial advisor?
Yes. Neil Krishnaswamy is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Neil's firm.
How does Neil charge for financial advice?
Neil's firm, Krishna Wealth Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Neil Krishnaswamy based?
Neil Krishnaswamy is based in McKinney, Texas.
What credentials does Neil Krishnaswamy hold?
Neil Krishnaswamy holds the CFP, EA and RICP credentials.
Is Neil Krishnaswamy registered with the SEC?
Yes. Neil Krishnaswamy is registered as an investment adviser representative in TX (CRD 5983812), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Krishna Wealth Planning LLC manage?
Krishna Wealth Planning LLC reports $37.3M across 181 accounts in assets under management.
How do I contact Neil Krishnaswamy?
Through Neil's website, krishnawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 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.
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