# Sanjeev Yadav

> Sanjeev Yadav is a fee-only financial advisor at Rose Capital Advisors in Miami Beach, Florida. Sanjeev focuses on retirement planning, estate & legacy planning and tax planning. Rose Capital Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Rose Capital Advisors
- **Based in:** Miami Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $608.3M across 917 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 6542521 (https://adviserinfo.sec.gov/individual/summary/6542521)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.rosecapitaladvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sanjeev holds no broker registration, and Rose Capital Advisors 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's firm, Rose Capital Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Sanjeev Yadav based?

Sanjeev Yadav is based in Miami Beach, Florida.

### What does Sanjeev specialize in?

Sanjeev's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### Is Sanjeev Yadav registered with the SEC?

Yes. Sanjeev Yadav is registered as an investment adviser representative in MA (CRD 6542521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rose Capital Advisors manage?

Rose Capital Advisors reports $608.3M across 917 accounts in assets under management.

### How do I contact Sanjeev Yadav?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6542521): 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://rosecapitaladvisors.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.