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Firm

AKrish Financial Advisory

Cupertino, California

Fee-only

AKrish Financial Advisory at a glance

  • One of 1,191 fee-only firms based in California in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee.

Specialties Retirement planning · Tax planning · Equity compensation · Student loans · Estate & legacy planning

Works with Pre-retirees · High earners

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Based inCupertino, California
Websiteakrishfa.com
Email[email protected]
Phone(408) 785-7875

AKrish Financial Advisory fees

AKrish Financial Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, one-time plans or projects, ongoing planning fee, flat fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byHourly · Fixed fees
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedMarch 13, 2026
SEC recordCRD 288700

Advisors at this firm (1)