Roshani Pandey
True Root Financial · San Francisco, California
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.
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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 | $40.2M across 34 accounts |
| SEC registration | Investment adviser representative in CA, VA · CRD 4746053 |
| Exams passed | Series 63 (2005) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Roshani's firm compares
- True Root Financial's average account is about $1.2 million, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Roshani
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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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