Rajesh Bijlani
BRsquared · Danville, California
Rajesh Bijlani is a fee-only financial advisor at BRsquared in Danville, California. 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 |
| SEC registration | Investment adviser representative in CA · CRD 7300035 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.br2financialplanning.com |
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Questions about Rajesh
Is Rajesh Bijlani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rajesh 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 Rajesh charge for financial advice?
Rajesh's firm, BRsquared, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rajesh Bijlani based?
Rajesh Bijlani is based in Danville, California.
Is Rajesh Bijlani registered with the SEC?
Yes. Rajesh Bijlani is registered as an investment adviser representative in CA (CRD 7300035), 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 Rajesh Bijlani?
Through Rajesh'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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