Rezwana Abed
ShariaPortfolio · Lake Mary, Florida
Rezwana Abed is a fee-only financial advisor at ShariaPortfolio in Lake Mary, Florida. Rezwana charges a percentage of assets (0.5%–0.75% a year of assets managed and a $1,000 asset minimum) and focuses on retirement planning and sustainable & impact investing.
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Specialties
Facts
| Firm | ShariaPortfolio |
|---|---|
| Based in | Lake Mary, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–0.75% a year of assets managed · A $1,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $3.01B across 3,125 accounts |
| SEC registration | Investment adviser representative in AZ, CA, IL, IN, MN, NJ, OH, PA, TX, VA, WA · CRD 7336581 |
| Exams passed | Series 65 (2021) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.shariaportfolio.com |
How Rezwana's firm compares
- ShariaPortfolio's average account is about $963,000, from its Form ADV (assets managed divided by 3,125 accounts).
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Questions about Rezwana
Is Rezwana Abed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rezwana holds no broker registration, and ShariaPortfolio reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rezwana charge for financial advice?
Rezwana charges a percentage of assets.
How much does Rezwana charge?
According to ShariaPortfolio's website, checked October 30, 2026: 0.5%–0.75% a year of assets managed; a $1,000 asset minimum.
Where is Rezwana Abed based?
Rezwana Abed is based in Lake Mary, Florida.
What does Rezwana specialize in?
Rezwana's specialties include retirement planning and sustainable & impact investing.
Is Rezwana Abed registered with the SEC?
Yes. Rezwana Abed is registered as an investment adviser representative in AZ, CA, IL, IN, MN, NJ, OH, PA, TX, VA and WA (CRD 7336581), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ShariaPortfolio manage?
ShariaPortfolio reports $3.01B across 3,125 accounts in assets under management.
How do I contact Rezwana Abed?
Through Rezwana's website, www.shariaportfolio.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
- ShariaPortfolio 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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