Advisor at Akrish Financial Advisory
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Firm
Akrish Financial Advisory
Location
Cupertino, CA 95014
Credentials
CFP®, Series 65
Industry experience
8 years
Anandi Krishnamurthy is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She is the sole advisor at Akrish Financial Advisory, an independent firm based in Cupertino, CA. Her prior experience includes roles as a self-employed advisor and at Wade Financial Advisory. Akrish Financial Advisory provides comprehensive financial planning and investment advice to individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses. The firm develops customized, tax-aware, low-cost portfolios using a Core + Satellite investment approach and offers services on fixed, project, or hourly fee arrangements without managing client assets or providing discretionary portfolio management.
Based on Akrish Financial Advisory
Fixed one-time onboarding fee $2,500-$6,000; fixed project fees $2,500-$6,000
$300 per hour, billed in 15-minute increments, minimum two hours charged upfront
Minimum fee: Typically between $2,400 and $6,000 per year, billed quarterly Fee-only: Fixed fees for financial planning and investment advisory services; ongoing fees $2,400-$6,000/year, one-time onboarding fee $2,500-$6,000, project fees $2,500-$6,000, hourly fee $300/hour
10080 N Wolfe Rd, Suite Sw3 200
Cupertino, CA 95014
California
Anandi Krishnamurthy d/b/a AKrish Financial Advisory
2017 - Present (9 years)
SELF-EMPLOYED
2016 - 2017 (1 year)
Wade Financial Advisory
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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