Sanjay Pamurthy
Artham Advisors LLC · Dallas, Texas
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.
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Specialties
Who they serve
- Physicians
- Executives
- Founders
- Retirees
Facts
| Firm | Artham Advisors LLC |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Flat fee or retainer |
| Assets under management | $21.5M across 69 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in LA, TX · CRD 7501175 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | arthamadvisors.com |
| Profile |
How Sanjay's firm compares
- Artham Advisors LLC's average account is about $312,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Sanjay
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on physicians & residents
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Artham Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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