Raman Singh
Singh PWM · Phoenix, Arizona
Raman Singh is a fee-only financial advisor at Singh PWM in Phoenix, Arizona, who holds the CFP credential. Raman charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $8,000 a year and one-time plans from $6,000) and focuses on retirement planning, tax planning and flat-fee planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Singh PWM |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year · One-time plans from $6,000 · A $1,500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $25M across 91 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5899381 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | singhpwm.com |
| Profile |
How Raman's firm compares
- Ongoing planning starts at $8,000 a year, above the Arizona median of $4,800 for fee-only firms that publish prices.
- A one-time plan starts at $6,000, above the Arizona median of $1,650 for fee-only firms that publish prices.
- Singh PWM's average account is about $275,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Raman
Is Raman Singh a fee-only financial advisor?
Yes. Raman Singh is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Raman's firm.
How does Raman charge for financial advice?
Raman charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Raman charge?
According to Singh PWM's website, checked October 28, 2026: ongoing planning from $8,000 a year; one-time plans from $6,000; a $1,500,000 asset minimum.
Where is Raman Singh based?
Raman Singh is based in Phoenix, Arizona.
What does Raman specialize in?
Raman's specialties include retirement planning, tax planning, flat-fee planning and estate & legacy planning. Raman works with pre-retirees and retirees.
What credentials does Raman Singh hold?
Raman Singh holds the CFP credential.
Is Raman Singh registered with the SEC?
Yes. Raman Singh is registered as an investment adviser representative in AZ and TX (CRD 5899381), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Singh PWM manage?
Singh PWM reports $25M across 91 accounts in assets under management.
How do I contact Raman Singh?
Through Raman's website, singhpwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Singh PWM website : specialties, clients served, and fees, checked October 28, 2026
- 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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