Anandi Krishnamurthy is a CFP-designated registered investment advisor at Akrish Financial Advisory, based in Cupertino, CA, with 8 years of industry experience. Anandi 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, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
AKrish Financial Advisory provides investment advice but does not manage your investments. They will provide you with a list of trades to implement yourself. They do not charge a percentage of your assets. Instead, they charge:
- Ongoing Planning: Initial onboarding fee of $2,500 - $6,000 and ongoing quarterly fees between $2,400 and $6,000 per year.
- Project: One-time fixed fee ranging from $2,500 to $8,000.
- Hourly: $300 per hour with a minimum of two hours.
Contact
Anandi Krishnamurthy
Location
10080 N Wolfe Rd, Suite Sw3-200, Cupertino, CA, 95014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Akrish Financial Advisory
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
NOTE: Anandi is not accepting new clients at this time