Rupesh Goyal
Alphanso · Rochester, New York
Rupesh Goyal is a fee-only financial advisor at Alphanso in Rochester, New York. Rupesh charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $1,200 a year and no asset minimum) and focuses on equity compensation, cross-border (US / Canada) and tax planning.
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Specialties
Who they serve
- Tech employees
- High earners
- Cross-border families
Facts
| Firm | Alphanso |
|---|---|
| Based in | Rochester, New York |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,200 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $6.4M across 20 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7657723 |
| Exams passed | Series 65 (2021) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | alphanso.ai |
| Profile |
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Questions about Rupesh
Is Rupesh Goyal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rupesh holds no broker registration, and Alphanso reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rupesh charge for financial advice?
Rupesh charges a flat fee or retainer and an ongoing planning fee.
How much does Rupesh charge?
According to Alphanso's website, checked October 30, 2026: ongoing planning from $1,200 a year; no asset minimum.
Where is Rupesh Goyal based?
Rupesh Goyal is based in Rochester, New York.
What does Rupesh specialize in?
Rupesh's specialties include equity compensation, cross-border (US / Canada), tax planning, estate & legacy planning, retirement planning and real estate investors. Rupesh works with tech employees, high earners and cross-border families.
Is Rupesh Goyal registered with the SEC?
Yes. Rupesh Goyal is registered as an investment adviser representative in NY (CRD 7657723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alphanso manage?
Alphanso reports $6.4M across 20 accounts in assets under management.
How do I contact Rupesh Goyal?
Through Rupesh's website, alphanso.ai.
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
- Alphanso 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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