Raj Prashad
Eagle Tax Planning & Advisory Grp. LLC · Ozone Park, New York
Raj Prashad is a fee-only financial advisor at Eagle Tax Planning & Advisory Grp. LLC in Ozone Park, New York, who holds the CFP, ChFC and EA credentials. Eagle Tax Planning & Advisory Grp. LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Eagle Tax Planning & Advisory Grp. LLC |
|---|---|
| Based in | Ozone Park, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.0M across 81 accounts |
| Credentials | CFP · ChFC · EA |
| SEC registration | Investment adviser representative in NY · CRD 4289263 |
| Exams passed | Series 63 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | eagletaxplanning.com/eagletaxplanning.aspx |
| Profile |
How Raj's firm compares
- Eagle Tax Planning & Advisory Grp. LLC's average account is about $86,000, from its Form ADV (assets managed divided by 81 accounts).
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Questions about Raj
Is Raj Prashad a fee-only financial advisor?
Yes. Raj Prashad is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Raj's firm.
How does Raj charge for financial advice?
Raj's firm, Eagle Tax Planning & Advisory Grp. LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raj Prashad based?
Raj Prashad is based in Ozone Park, New York.
What credentials does Raj Prashad hold?
Raj Prashad holds the CFP, ChFC and EA credentials.
Is Raj Prashad registered with the SEC?
Yes. Raj Prashad is registered as an investment adviser representative in NY (CRD 4289263), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Eagle Tax Planning & Advisory Grp. LLC manage?
Eagle Tax Planning & Advisory Grp. LLC reports $7.0M across 81 accounts in assets under management.
How do I contact Raj Prashad?
Through Raj's website, eagletaxplanning.com/eagletaxplanning.aspx.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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