# Priya Malani

> Priya Malani is a fee-only financial advisor at Stash Wealth in New York, New York. Priya charges a percentage of assets and a one-time planning fee (one-time plans from $5,000 and 1% a year on the first tier of assets managed).

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

## Facts

- **Firm:** Stash Wealth
- **Based in:** New York, New York
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $5,000; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $51.7M across 551 accounts
- **Works with:** HENRY (High Earners, Not Rich Yet), High earners
- **CRD:** 4901157 (https://adviserinfo.sec.gov/individual/summary/4901157)
- **SEC registration:** Investment adviser representative in CA, CO, GA, IL, MD, NJ, NY, TX, VA
- **Exams passed:** Series 65 (2012), Series 66 (2006)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.stashwealth.com

## Frequently asked questions

### Is Priya Malani a fee-only financial advisor?

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

### How does Priya charge for financial advice?

Priya charges a percentage of assets and a one-time planning fee.

### How much does Priya charge?

According to Stash Wealth's website, checked October 30, 2026: one-time plans from $5,000; 1% a year on the first tier of assets managed.

### Where is Priya Malani based?

Priya Malani is based in New York, New York.

### Is Priya Malani registered with the SEC?

Yes. Priya Malani is registered as an investment adviser representative in CA, CO, GA, IL, MD, NJ, NY, TX and VA (CRD 4901157), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stash Wealth manage?

Stash Wealth reports $51.7M across 551 accounts in assets under management.

### How do I contact Priya Malani?

Through Priya's website, www.stashwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4901157): 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://www.stashwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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