# Sweta Bhargav

> Sweta Bhargav is a fee-only financial advisor at Adviso Wealth in Princeton, New Jersey, who holds the CEPA, CFA and CFP credentials. Sweta charges a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $3,500 and $350 an hour) and focuses on retirement planning, small business owners and founders (pre-exit).

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

## Facts

- **Firm:** Adviso Wealth
- **Based in:** Princeton, New Jersey
- **Fee model:** Flat fee or retainer; Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $3,500; $350 an hour; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.6M across 41 accounts
- **Credentials:** CEPA, CFA, CFP
- **Specialties:** Retirement planning, Small business owners, Founders (pre-exit), Flat-fee planning, Tax planning, Equity compensation
- **Works with:** Retirees, Pre-retirees, Founders, High earners, Early-career professionals, Real estate investors
- **CRD:** 6745163 (https://adviserinfo.sec.gov/individual/summary/6745163)
- **SEC registration:** Investment adviser representative in NY, PA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://advisowealth.com

## Frequently asked questions

### Is Sweta Bhargav a fee-only financial advisor?

Yes. Sweta Bhargav is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sweta's firm.

### How does Sweta charge for financial advice?

Sweta charges a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Sweta charge?

According to Adviso Wealth's website, checked October 28, 2026: one-time plans from $3,500; $350 an hour; no asset minimum.

### Where is Sweta Bhargav based?

Sweta Bhargav is based in Princeton, New Jersey.

### What does Sweta specialize in?

Sweta's specialties include retirement planning, small business owners, founders (pre-exit), flat-fee planning, tax planning and equity compensation. Sweta works with retirees, pre-retirees, founders, high earners and early-career professionals.

### What credentials does Sweta Bhargav hold?

Sweta Bhargav holds the CEPA, CFA and CFP credentials.

### Is Sweta Bhargav registered with the SEC?

Yes. Sweta Bhargav is registered as an investment adviser representative in NY and PA (CRD 6745163), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Adviso Wealth manage?

Adviso Wealth reports $3.6M across 41 accounts in assets under management.

### How do I contact Sweta Bhargav?

Through Sweta's website, advisowealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46234): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.advisowealth.com/): specialties, clients served, and fees, checked October 28, 2026

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