Shalmali Kulkarni
Pathview Wealth Advisors · San Diego, California
Shalmali Kulkarni is a fee-only financial advisor at Pathview Wealth Advisors in San Diego, California, who holds the CFP, Certified Student Loan Professional and CPA credentials. Shalmali focuses on tax planning. Pathview Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Pathview Wealth Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $583.0M across 1,278 accounts |
| Credentials | CFP · Certified Student Loan Professional · CPA · EA · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 7188172 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | pathview.com |
How Shalmali's firm compares
- Pathview Wealth Advisors's average account is about $456,000, from its Form ADV (assets managed divided by 1,278 accounts).
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Questions about Shalmali
Is Shalmali Kulkarni a fee-only financial advisor?
Yes. Shalmali Kulkarni is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shalmali's firm.
How does Shalmali charge for financial advice?
Shalmali's firm, Pathview Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shalmali Kulkarni based?
Shalmali Kulkarni is based in San Diego, California.
What does Shalmali specialize in?
Shalmali's specialties include tax planning.
What credentials does Shalmali Kulkarni hold?
Shalmali Kulkarni holds the CFP, Certified Student Loan Professional, CPA, EA and MBA credentials.
Is Shalmali Kulkarni registered with the SEC?
Yes. Shalmali Kulkarni is registered as an investment adviser representative in CA and TX (CRD 7188172), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Pathview Wealth Advisors manage?
Pathview Wealth Advisors reports $583.0M across 1,278 accounts in assets under management.
How do I contact Shalmali Kulkarni?
Through Shalmali's website, pathview.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Pathview Wealth Advisors 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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