# Rachna Bijlani

> Rachna Bijlani is a fee-only financial advisor at BRsquared in Danville, California, who holds the CFP credential. BRsquared reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** BRsquared
- **Based in:** Danville, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $18.1M across 37 accounts
- **Credentials:** CFP
- **Works with:** Tech employees
- **CRD:** 6567799 (https://adviserinfo.sec.gov/individual/summary/6567799)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.br2financialplanning.com

## Frequently asked questions

### Is Rachna Bijlani a fee-only financial advisor?

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

### How does Rachna charge for financial advice?

Rachna's firm, BRsquared, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Rachna Bijlani based?

Rachna Bijlani is based in Danville, California.

### What credentials does Rachna Bijlani hold?

Rachna Bijlani holds the CFP credential.

### Is Rachna Bijlani registered with the SEC?

Yes. Rachna Bijlani is registered as an investment adviser representative in CA (CRD 6567799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BRsquared manage?

BRsquared reports $18.1M across 37 accounts in assets under management.

### How do I contact Rachna Bijlani?

Through Rachna's website, www.br2financialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6567799): 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.br2financialplanning.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.