# Sanjeev Subnani

> Sanjeev Subnani is a fee-only financial advisor at Subnani Investment Research in Austin, Texas. Sanjeev charges a percentage of assets and hourly fees (1.25% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/sanjeev-subnani/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Subnani Investment Research
- **Based in:** Austin, Texas
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $20.4M across 33 accounts
- **CRD:** 6470047 (https://adviserinfo.sec.gov/individual/summary/6470047)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.sinvestsllc.com

## Frequently asked questions

### Is Sanjeev Subnani a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sanjeev holds no broker registration, and Subnani Investment Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sanjeev charge for financial advice?

Sanjeev charges a percentage of assets and hourly fees.

### How much does Sanjeev charge?

According to Subnani Investment Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Where is Sanjeev Subnani based?

Sanjeev Subnani is based in Austin, Texas.

### Is Sanjeev Subnani registered with the SEC?

Yes. Sanjeev Subnani is registered as an investment adviser representative in TX (CRD 6470047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Subnani Investment Research manage?

Subnani Investment Research reports $20.4M across 33 accounts in assets under management.

### How do I contact Sanjeev Subnani?

Through Sanjeev's website, www.sinvestsllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6470047): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sinvestsllc.com/): specialties, clients served, and fees, checked October 30, 2026

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