# Sanjay Pamurthy

> Sanjay Pamurthy is a fee-only financial advisor at Artham Advisors LLC in Dallas, Texas, who holds the CFP and MBA credentials. Sanjay charges a flat fee or retainer and focuses on physicians & residents, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/sanjay-pamurthy/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Artham Advisors LLC
- **Based in:** Dallas, Texas
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $21.5M across 69 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Physicians & residents, Tax planning, Retirement planning, Small business owners, Flat-fee planning
- **Works with:** Physicians, Executives, Founders, Retirees
- **CRD:** 7501175 (https://adviserinfo.sec.gov/individual/summary/7501175)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://arthamadvisors.com

## Frequently asked questions

### Is Sanjay Pamurthy a fee-only financial advisor?

Yes. Sanjay Pamurthy is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sanjay's firm.

### How does Sanjay charge for financial advice?

Sanjay charges a flat fee or retainer.

### Where is Sanjay Pamurthy based?

Sanjay Pamurthy is based in Dallas, Texas.

### What does Sanjay specialize in?

Sanjay's specialties include physicians & residents, tax planning, retirement planning, small business owners and flat-fee planning. Sanjay works with physicians, executives, founders and retirees.

### What credentials does Sanjay Pamurthy hold?

Sanjay Pamurthy holds the CFP and MBA credentials.

### Is Sanjay Pamurthy registered with the SEC?

Yes. Sanjay Pamurthy is registered as an investment adviser representative in LA and TX (CRD 7501175), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Artham Advisors LLC manage?

Artham Advisors LLC reports $21.5M across 69 accounts in assets under management.

### How do I contact Sanjay Pamurthy?

Through Sanjay's website, arthamadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/sanjay-pamurthy-23533): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.arthamadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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