# Simranjot Bachal

> Simranjot Bachal is a fee-only financial advisor at Circuit Wealth in Burlingame, California, who holds the CFA, CFP and MBA credentials. Circuit Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/simranjot-bachal/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Circuit Wealth
- **Based in:** Burlingame, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.2M across 2 accounts
- **Credentials:** CFA, CFP, MBA
- **CRD:** 6579513 (https://adviserinfo.sec.gov/individual/summary/6579513)
- **SEC registration:** Investment adviser representative
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Simranjot Bachal a fee-only financial advisor?

Yes. Simranjot Bachal 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 Simranjot's firm.

### How does Simranjot charge for financial advice?

Simranjot's firm, Circuit Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Simranjot Bachal based?

Simranjot Bachal is based in Burlingame, California.

### What credentials does Simranjot Bachal hold?

Simranjot Bachal holds the CFA, CFP and MBA credentials.

### Is Simranjot Bachal registered with the SEC?

Yes. Simranjot Bachal is registered as an investment adviser representative (CRD 6579513), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Circuit Wealth manage?

Circuit Wealth reports $1.2M across 2 accounts in assets under management.

### How do I contact Simranjot Bachal?

Contact details aren't on file yet. Search for Circuit Wealth.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52611): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.