# Roshani Pandey

> Roshani Pandey is a fee-only financial advisor at True Root Financial in San Francisco, California. True Root Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/roshani-pandey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** True Root Financial
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $40.2M across 34 accounts
- **CRD:** 4746053 (https://adviserinfo.sec.gov/individual/summary/4746053)
- **SEC registration:** Investment adviser representative in CA, VA
- **Exams passed:** Series 63 (2005), Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Roshani Pandey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Roshani holds no broker registration, and True Root Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Roshani charge for financial advice?

Roshani's firm, True Root Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Roshani Pandey based?

Roshani Pandey is based in San Francisco, California.

### Is Roshani Pandey registered with the SEC?

Yes. Roshani Pandey is registered as an investment adviser representative in CA and VA (CRD 4746053), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does True Root Financial manage?

True Root Financial reports $40.2M across 34 accounts in assets under management.

### How do I contact Roshani Pandey?

Contact details aren't on file yet. Search for True Root Financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4746053): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.