Vj Arjan
ConCap® · Mckinney, Texas
Vj Arjan is a fee-only financial advisor at ConCap® in Mckinney, Texas, who holds the CFP and ChFC credentials. Vj charges a percentage of assets and a one-time planning fee (one-time plans from $1,800 and 0.8%–2% a year of assets managed) and focuses on retirement planning, sustainable & impact investing and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | ConCap® |
|---|---|
| Based in | Mckinney, Texas |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,800 · 0.8%–2% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $6.7M across 62 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in IL, TX · CRD 5471292 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.concapadvisory.com |
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Questions about Vj
Is Vj Arjan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vj holds no broker registration, and ConCap® reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vj charge for financial advice?
Vj charges a percentage of assets and a one-time planning fee.
How much does Vj charge?
According to ConCap®'s website, checked October 30, 2026: one-time plans from $1,800; 0.8%–2% a year of assets managed.
Where is Vj Arjan based?
Vj Arjan is based in Mckinney, Texas.
What does Vj specialize in?
Vj's specialties include retirement planning, sustainable & impact investing, estate & legacy planning and tax planning. Vj works with early-career professionals.
What credentials does Vj Arjan hold?
Vj Arjan holds the CFP and ChFC credentials.
Is Vj Arjan registered with the SEC?
Yes. Vj Arjan is registered as an investment adviser representative in IL and TX (CRD 5471292), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ConCap® manage?
ConCap® reports $6.7M across 62 accounts in assets under management.
How do I contact Vj Arjan?
Through Vj's website, www.concapadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- ConCap® website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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