Raul Shah
DocShah Financial · Ellicott City, Maryland
Raul Shah is a fee-only financial advisor at DocShah Financial in Ellicott City, Maryland. Raul charges a percentage of assets and a one-time planning fee (one-time plans from $3,000) and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | DocShah Financial |
|---|---|
| Based in | Ellicott City, Maryland |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 |
| Accepting new clients | Yes |
| Assets under management | $4.2M across 33 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 7782585 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.docshahfinancial.com |
| Profile |
How Raul's firm compares
- A one-time plan starts at $3,000, above the Maryland median of $830 for fee-only firms that publish prices.
- DocShah Financial's average account is about $128,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Raul
Is Raul Shah a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raul holds no broker registration, and DocShah Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raul charge for financial advice?
Raul charges a percentage of assets and a one-time planning fee.
How much does Raul charge?
According to DocShah Financial's website, checked October 30, 2026: one-time plans from $3,000.
Where is Raul Shah based?
Raul Shah is based in Ellicott City, Maryland.
What does Raul specialize in?
Raul's specialties include retirement planning and estate & legacy planning.
Is Raul Shah registered with the SEC?
Yes. Raul Shah is registered as an investment adviser representative in MD and TX (CRD 7782585), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DocShah Financial manage?
DocShah Financial reports $4.2M across 33 accounts in assets under management.
How do I contact Raul Shah?
Through Raul's website, www.docshahfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ellicott City
Other advisors in Maryland who focus on retirement planning
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
- DocShah Financial 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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