# Vid Ponnapalli

> Vid Ponnapalli is a fee-only financial advisor at Unique Financial Advisors LLC in Holmdel, New Jersey, who holds the CFP, EA and MSFP credentials. Vid charges an ongoing planning fee and focuses on tax planning.

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

## Facts

- **Firm:** Unique Financial Advisors LLC
- **Based in:** Holmdel, New Jersey
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $74.0M across 49 accounts
- **Credentials:** CFP, EA, MSFP
- **Specialties:** Tax planning
- **Works with:** Pre-retirees
- **CRD:** 4936892 (https://adviserinfo.sec.gov/individual/summary/4936892)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://uniquefinancialadvisors.com

## Frequently asked questions

### Is Vid Ponnapalli a fee-only financial advisor?

Yes. Vid Ponnapalli is listed in 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 Vid's firm.

### How does Vid charge for financial advice?

Vid charges an ongoing planning fee.

### Where is Vid Ponnapalli based?

Vid Ponnapalli is based in Holmdel, New Jersey.

### What does Vid specialize in?

Vid's specialties include tax planning. Vid works with pre-retirees.

### What credentials does Vid Ponnapalli hold?

Vid Ponnapalli holds the CFP, EA and MSFP credentials.

### Is Vid Ponnapalli registered with the SEC?

Yes. Vid Ponnapalli is registered as an investment adviser representative in NJ, NY and TX (CRD 4936892), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Unique Financial Advisors LLC manage?

Unique Financial Advisors LLC reports $74.0M across 49 accounts in assets under management.

### How do I contact Vid Ponnapalli?

Through Vid's website, uniquefinancialadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/vid-ponnapalli-11658): 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://uniquefinancialadvisors.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.