Shikha Mittra
RETIRE SMART Consulting, LLC · Princeton, New Jersey
Shikha Mittra is a fee-only financial advisor at RETIRE SMART Consulting, LLC in Princeton, New Jersey, who holds the AIF, CEPA and CFP credentials. RETIRE SMART Consulting, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Shikha →
Who they serve
- High earners
Facts
| Firm | RETIRE SMART Consulting, LLC |
|---|---|
| Based in | Princeton, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $52M across 56 accounts |
| Credentials | AIF · CEPA · CFP · CMFC · CRPS · MBA |
| SEC registration | Investment adviser representative in NJ · CRD 2316774 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | retiresmartconsulting.com |
How Shikha's firm compares
- RETIRE SMART Consulting, LLC's average account is about $929,000, from its Form ADV (assets managed divided by 56 accounts).
Request an introduction to Shikha
Tell Shikha a little about what you're looking for. Shikha isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shikha
Is Shikha Mittra a fee-only financial advisor?
Yes. Shikha Mittra 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 Shikha's firm.
How does Shikha charge for financial advice?
Shikha's firm, RETIRE SMART Consulting, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shikha Mittra based?
Shikha Mittra is based in Princeton, New Jersey.
What credentials does Shikha Mittra hold?
Shikha Mittra holds the AIF, CEPA, CFP, CMFC, CRPS and MBA credentials.
Is Shikha Mittra registered with the SEC?
Yes. Shikha Mittra is registered as an investment adviser representative in NJ (CRD 2316774), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does RETIRE SMART Consulting, LLC manage?
RETIRE SMART Consulting, LLC reports $52M across 56 accounts in assets under management.
How do I contact Shikha Mittra?
Through Shikha's website, retiresmartconsulting.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Princeton
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- RETIRE SMART Consulting, LLC 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.
See something wrong? Request a correction. Read our methodology.