Rakesh Khilnani
GOI · Miami, Florida
Rakesh Khilnani is a fee-only financial advisor at GOI in Miami, Florida. GOI reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | GOI |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $111.3M across 140 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 2259700 |
| Exams passed | Series 63 (1992) · Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | goi-ria.com |
| Profile |
How Rakesh's firm compares
- GOI's average account is about $795,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Rakesh
Is Rakesh Khilnani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rakesh holds no broker registration, and GOI reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rakesh charge for financial advice?
Rakesh's firm, GOI, reports charging a percentage of assets on its SEC Form ADV.
Where is Rakesh Khilnani based?
Rakesh Khilnani is based in Miami, Florida.
Is Rakesh Khilnani registered with the SEC?
Yes. Rakesh Khilnani is registered as an investment adviser representative in FL and TX (CRD 2259700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GOI manage?
GOI reports $111.3M across 140 accounts in assets under management.
How do I contact Rakesh Khilnani?
Through Rakesh's website, goi-ria.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
- 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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