# Tejpartab Anand

> Tejpartab Anand is a fee-only financial advisor at Accretive Wealth Management in San Ramon, California. Tejpartab focuses on equity compensation. Accretive Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Accretive Wealth Management
- **Based in:** San Ramon, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $290.7M across 377 accounts
- **Specialties:** Equity compensation
- **CRD:** 7449620 (https://adviserinfo.sec.gov/individual/summary/7449620)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.accretivewealth.com

## Frequently asked questions

### Is Tejpartab Anand a fee-only financial advisor?

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

### How does Tejpartab charge for financial advice?

Tejpartab's firm, Accretive Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Tejpartab Anand based?

Tejpartab Anand is based in San Ramon, California.

### What does Tejpartab specialize in?

Tejpartab's specialties include equity compensation.

### Is Tejpartab Anand registered with the SEC?

Yes. Tejpartab Anand is registered as an investment adviser representative in CA (CRD 7449620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Accretive Wealth Management manage?

Accretive Wealth Management reports $290.7M across 377 accounts in assets under management.

### How do I contact Tejpartab Anand?

Through Tejpartab's website, www.accretivewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7449620): 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://accretivewealth.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.