Rachna Bijlani
BRsquared · Danville, California
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.
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Who they serve
- Tech employees
Facts
| Firm | BRsquared |
|---|---|
| Based in | Danville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $18.1M across 37 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6567799 |
| Exams passed | Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.br2financialplanning.com |
| Profile |
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Questions about Rachna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- BRsquared website : specialties, clients served, and fees, checked October 30, 2026
- 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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