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Advisor

Nirav Desai

Qubera Wealth Management · Pasadena, California

Nirav Desai is a fee-only financial advisor at Qubera Wealth Management in Pasadena, California. Qubera Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmQubera Wealth Management
Based in Pasadena, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$52.6M across 298 accounts
SEC registration Investment adviser representative in CA, FL, TX · CRD 6027550
Exams passedSeries 65 (2012)
Firm size1 employee
Disclosures None reported
Websitewww.keepcalmandinvest.com
LinkedInProfile

How Nirav's firm compares

  • Qubera Wealth Management's average account is about $177,000, from its Form ADV (assets managed divided by 298 accounts).

What fee-only advisors charge in California

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Questions about Nirav

Is Nirav Desai a fee-only financial advisor?

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

How does Nirav charge for financial advice?

Nirav's firm, Qubera Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Nirav Desai based?

Nirav Desai is based in Pasadena, California.

Is Nirav Desai registered with the SEC?

Yes. Nirav Desai is registered as an investment adviser representative in CA, FL and TX (CRD 6027550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Qubera Wealth Management manage?

Qubera Wealth Management reports $52.6M across 298 accounts in assets under management.

How do I contact Nirav Desai?

Through Nirav's website, www.keepcalmandinvest.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Pasadena

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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