Shweta Lawande
Francis Financial · New York, New York
Shweta Lawande is a fee-only financial advisor at Francis Financial in New York, New York, who holds the CFP credential. Francis Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Francis Financial |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $803.2M across 1,048 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NJ, NY, TX · CRD 7405162 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.francisfinancial.com |
How Shweta's firm compares
- Francis Financial's average account is about $766,000, from its Form ADV (assets managed divided by 1,048 accounts).
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Questions about Shweta
Is Shweta Lawande a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shweta holds no broker registration, and Francis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shweta charge for financial advice?
Shweta's firm, Francis Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Shweta Lawande based?
Shweta Lawande is based in New York, New York.
What credentials does Shweta Lawande hold?
Shweta Lawande holds the CFP credential.
Is Shweta Lawande registered with the SEC?
Yes. Shweta Lawande is registered as an investment adviser representative in CA, NJ, NY and TX (CRD 7405162), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Francis Financial manage?
Francis Financial reports $803.2M across 1,048 accounts in assets under management.
How do I contact Shweta Lawande?
Through Shweta's website, www.francisfinancial.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
- 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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