# Suresh Raghavan

> Suresh Raghavan is a fee-only financial advisor at MBR Financial in Houston, Texas, who holds the CFA credential. Suresh charges a percentage of assets, a flat fee or retainer and hourly fees and focuses on retirement planning, divorce financial planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/suresh-raghavan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MBR Financial
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly
- **Assets under management (firm):** $956.4M across 1,516 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Divorce financial planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions, Divorced individuals, Founders
- **CRD:** 4721021 (https://adviserinfo.sec.gov/individual/summary/4721021)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2007)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.mbrfinancial.com

## Frequently asked questions

### Is Suresh Raghavan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Suresh holds no broker registration, and MBR Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Suresh charge for financial advice?

Suresh charges a percentage of assets, a flat fee or retainer and hourly fees.

### Where is Suresh Raghavan based?

Suresh Raghavan is based in Houston, Texas.

### What does Suresh specialize in?

Suresh's specialties include retirement planning, divorce financial planning, estate & legacy planning and tax planning. Suresh works with retirees, pre-retirees, mid-life transitions, divorced individuals and founders.

### What credentials does Suresh Raghavan hold?

Suresh Raghavan holds the CFA credential.

### Is Suresh Raghavan registered with the SEC?

Yes. Suresh Raghavan is registered as an investment adviser representative in TX (CRD 4721021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MBR Financial manage?

MBR Financial reports $956.4M across 1,516 accounts in assets under management.

### How do I contact Suresh Raghavan?

Through Suresh's website, www.mbrfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4721021): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mbrfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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