Sharon Khan
DeDora Capital · Napa, California
Sharon Khan is a fee-only financial advisor at DeDora Capital in Napa, California, who holds the CFP credential. Sharon focuses on equity compensation, estate & legacy planning and small business owners. DeDora Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | DeDora Capital |
|---|---|
| Based in | Napa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $550.7M across 1,309 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7360814 |
| Exams passed | Series 65 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.dedoracapital.com |
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Questions about Sharon
Is Sharon Khan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sharon holds no broker registration, and DeDora Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sharon charge for financial advice?
Sharon's firm, DeDora Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sharon Khan based?
Sharon Khan is based in Napa, California.
What does Sharon specialize in?
Sharon's specialties include equity compensation, estate & legacy planning, small business owners and sustainable & impact investing. Sharon works with executives, ultra high net worth and multi-generational families.
What credentials does Sharon Khan hold?
Sharon Khan holds the CFP credential.
Is Sharon Khan registered with the SEC?
Yes. Sharon Khan is registered as an investment adviser representative in CA (CRD 7360814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DeDora Capital manage?
DeDora Capital reports $550.7M across 1,309 accounts in assets under management.
How do I contact Sharon Khan?
Through Sharon's website, www.dedoracapital.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
- DeDora Capital 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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