Sweta Bhargav
Adviso Wealth · Princeton, New Jersey
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).
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- High earners
- Early-career professionals
- Real estate investors
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 |
| Assets under management | $3.6M across 41 accounts |
| Credentials | CEPA · CFA · CFP |
| SEC registration | Investment adviser representative in NY, PA · CRD 6745163 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | advisowealth.com |
| Profile |
How Sweta's firm compares
- A one-time plan starts at $3,500, above the New Jersey median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $350, above the New Jersey median of $300 for fee-only firms that publish prices.
- Adviso Wealth's average account is about $87,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Sweta
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Princeton
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Adviso Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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