Vrishin Subramaniam
Helping immigrants align their money and their life
CapitalWe · Arlington, Virginia
Vrishin Subramaniam is a fee-only financial advisor at CapitalWe in Arlington, Virginia, who holds the CFP credential. Vrishin charges a flat fee or retainer, hourly fees and a one-time planning fee (ongoing planning from $3,000 a year and $400 an hour) and focuses on equity compensation, cross-border (US / Canada) and tax planning.
Request an introduction to Vrishin →
Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Ultra high net worth
- Early-career professionals
- Tech employees
About
Vrishin started CapitalWe with the intention of helping Indians in the US navigate equity compensation, taxes, and help align their money with their life. An immigrant himself, he found that money was not the destination, but the vehicle.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Financial Planning
- Investment Management
- Stock Option Planning
- Portfolio Rebalancing
- Portfolio Management
Facts
| Firm | CapitalWe |
|---|---|
| Based in | Arlington, Virginia |
| Fee model | Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · $400 an hour · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2020 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Passive management · Blend of both |
| SEC registration | Investment adviser representative in CA · CRD 7260268 |
| Exams passed | Series 65 (2018) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | Www.capital-we.com |
| Profile |
Request an introduction to Vrishin
Tell Vrishin a little about what you're looking for. Vrishin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Vrishin
Is Vrishin Subramaniam a fee-only financial advisor?
Yes. Vrishin Subramaniam is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Vrishin's firm.
How does Vrishin charge for financial advice?
Vrishin charges a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Vrishin charge?
According to CapitalWe's website, checked October 28, 2026: ongoing planning from $3,000 a year; $400 an hour; 1% a year on the first tier of assets managed.
Does Vrishin work with clients virtually?
Yes. CapitalWe says on its website that it works with clients remotely.
Where is Vrishin Subramaniam based?
Vrishin Subramaniam is based in Arlington, Virginia.
What does Vrishin specialize in?
Vrishin's specialties include equity compensation, cross-border (US / Canada), tax planning, estate & legacy planning and crypto & digital assets. Vrishin works with high earners, HENRY (High Earners, Not Rich Yet), ultra high net worth, early-career professionals and tech employees.
What credentials does Vrishin Subramaniam hold?
Vrishin Subramaniam holds the CFP credential.
Is Vrishin Subramaniam registered with the SEC?
Yes. Vrishin Subramaniam is registered as an investment adviser representative in CA (CRD 7260268), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does CapitalWe manage?
CapitalWe reports Under $25M in assets under management.
How do I contact Vrishin Subramaniam?
Through Vrishin's website, Www.capital-we.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- CapitalWe 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 25, 2026.
See something wrong? Request a correction. Read our methodology.