Shafaq Kazi
ShariaPortfolio · Lake Mary, Florida
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.
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Specialties
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 |
| Assets under management | $3.01B across 3,125 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 6903774 |
| Exams passed | Series 65 (2018) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.shariaportfolio.com |
How Shafaq's firm compares
- ShariaPortfolio's average account is about $963,000, from its Form ADV (assets managed divided by 3,125 accounts).
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Questions about Shafaq
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- ShariaPortfolio website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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