Sunil Kulkarni
Nuts2Invest.com · Tipp City, Ohio
Sunil Kulkarni is a fee-only financial advisor at Nuts2Invest.com in Tipp City, Ohio, who holds the CFA credential. Sunil charges an ongoing planning fee (ongoing planning from $179.88 a year).
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Facts
| Firm | Nuts2Invest.com |
|---|---|
| Based in | Tipp City, Ohio |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $179.88 a year |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 5266207 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.nuts2invest.com |
How Sunil's firm compares
- Ongoing planning starts at $180 a year, below the Ohio median of $3,000 for fee-only firms that publish prices.
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Questions about Sunil
Is Sunil Kulkarni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sunil holds no broker registration, and Nuts2Invest.com reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sunil charge for financial advice?
Sunil charges an ongoing planning fee.
How much does Sunil charge?
According to Nuts2Invest.com's website, checked October 30, 2026: ongoing planning from $179.88 a year.
Where is Sunil Kulkarni based?
Sunil Kulkarni is based in Tipp City, Ohio.
What credentials does Sunil Kulkarni hold?
Sunil Kulkarni holds the CFA credential.
Is Sunil Kulkarni registered with the SEC?
Yes. Sunil Kulkarni is registered as an investment adviser representative in OH (CRD 5266207), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Sunil Kulkarni?
Through Sunil's website, www.nuts2invest.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
- Nuts2Invest.com 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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