# Shafaq Kazi

> Shafaq Kazi is a fee-only financial advisor at ShariaPortfolio in Lake Mary, Florida. Shafaq charges a percentage of assets (0.5%–0.75% a year of assets managed and a $1,000 asset minimum) and focuses on retirement planning and sustainable & impact investing.

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

## Facts

- **Firm:** ShariaPortfolio
- **Based in:** Lake Mary, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–0.75% a year of assets managed; a $1,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.01B across 3,125 accounts
- **Specialties:** Retirement planning, Sustainable & impact investing
- **CRD:** 6903774 (https://adviserinfo.sec.gov/individual/summary/6903774)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://www.shariaportfolio.com/

## Frequently asked questions

### Is Shafaq Kazi a fee-only financial advisor?

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

### How does Shafaq charge for financial advice?

Shafaq charges a percentage of assets.

### How much does Shafaq charge?

According to ShariaPortfolio's website, checked October 30, 2026: 0.5%–0.75% a year of assets managed; a $1,000 asset minimum.

### Where is Shafaq Kazi based?

Shafaq Kazi is based in Lake Mary, Florida.

### What does Shafaq specialize in?

Shafaq's specialties include retirement planning and sustainable & impact investing.

### Is Shafaq Kazi registered with the SEC?

Yes. Shafaq Kazi is registered as an investment adviser representative in FL and TX (CRD 6903774), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ShariaPortfolio manage?

ShariaPortfolio reports $3.01B across 3,125 accounts in assets under management.

### How do I contact Shafaq Kazi?

Through Shafaq's website, www.shariaportfolio.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6903774): 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://shariaportfolio.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.