Vid Ponnapalli
Unique Financial Advisors LLC · Holmdel, New Jersey
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Unique Financial Advisors LLC |
|---|---|
| Based in | Holmdel, New Jersey |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $74.0M across 49 accounts |
| Credentials | CFP · EA · MSFP |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 4936892 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | uniquefinancialadvisors.com |
| Profile |
How Vid's firm compares
- Unique Financial Advisors LLC's average account is about $1.5 million, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Vid
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Unique Financial Advisors LLC 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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