Sampurna Khasnabis
moneydoula · Berkeley, California
Sampurna Khasnabis is a fee-only financial advisor at moneydoula in Berkeley, California. Sampurna focuses on sustainable & impact investing. moneydoula reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | moneydoula |
|---|---|
| Based in | Berkeley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $459.0M across 313 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8111731 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.moneydoula.org |
How Sampurna's firm compares
- moneydoula's average account is about $1.5 million, from its Form ADV (assets managed divided by 313 accounts).
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Questions about Sampurna
Is Sampurna Khasnabis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sampurna holds no broker registration, and moneydoula reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sampurna charge for financial advice?
Sampurna's firm, moneydoula, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sampurna Khasnabis based?
Sampurna Khasnabis is based in Berkeley, California.
What does Sampurna specialize in?
Sampurna's specialties include sustainable & impact investing.
Is Sampurna Khasnabis registered with the SEC?
Yes. Sampurna Khasnabis is registered as an investment adviser representative in CA (CRD 8111731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does moneydoula manage?
moneydoula reports $459.0M across 313 accounts in assets under management.
How do I contact Sampurna Khasnabis?
Through Sampurna's website, www.moneydoula.org.
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
- moneydoula 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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