Saidislom Israilov is a CFP-designated registered investment advisor at Israilov Financial, based in Cupertino, CA, with 2 years of industry experience. Saidislom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
For clients who have a Comprehensive Financial Plan, Israilov Financial offers ongoing financial planning for an annual fee of $5,000 - $9,000. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are paid monthly or quarterly in advance.
- Comprehensive Financial Plan — $3,000 - $6,000, depending on the client's needs, complexity, time, research, and resources required. Includes six months of implementation support.
- Project-Based Financial Planning — $1,000 to $3,000, depending on the client's needs, complexity, time, research, and resources required. This is for addressing specific questions or issues.
Contact
Saidislom Israilov
Location
Cupertino, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Israilov Financial
Previous Registrations
Rabo Securities USA, INC.Broker
State Registrations1 state
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