Sohrab Mirzabeigifini
Atlas Financial · Frisco, Texas
Sohrab Mirzabeigifini is a fee-only financial advisor at Atlas Financial in Frisco, Texas, who holds the CFP credential. Sohrab focuses on family wealth transfer. Atlas Financial reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Atlas Financial |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $153.9M across 52 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6480796 |
| Exams passed | Series 63 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.atlasfinancial.com |
How Sohrab's firm compares
- Atlas Financial's average account is about $3.0 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Sohrab
Is Sohrab Mirzabeigifini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sohrab holds no broker registration, and Atlas Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sohrab charge for financial advice?
Sohrab's firm, Atlas Financial, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Sohrab Mirzabeigifini based?
Sohrab Mirzabeigifini is based in Frisco, Texas.
What does Sohrab specialize in?
Sohrab's specialties include family wealth transfer. Sohrab works with multi-generational families.
What credentials does Sohrab Mirzabeigifini hold?
Sohrab Mirzabeigifini holds the CFP credential.
Is Sohrab Mirzabeigifini registered with the SEC?
Yes. Sohrab Mirzabeigifini is registered as an investment adviser representative in CA and TX (CRD 6480796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlas Financial manage?
Atlas Financial reports $153.9M across 52 accounts in assets under management.
How do I contact Sohrab Mirzabeigifini?
Through Sohrab's website, www.atlasfinancial.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
- Atlas Financial 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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