Advisor at AP Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AP Investment Management
Location
Mountain View, CA 94040
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Anithah Neelakanda Pillai is a CFP®-certified financial advisor with 10 years of industry experience. She is the sole advisor at AP Investment Management in Mountain View, CA, having previously worked at LPL Financial LLC and E.K. Riley Investments, LLC. AP Investment Management offers investment advisory and planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses a range of securities to construct individualized portfolios, employs multiple methods of analysis, and provides pension consulting and ERISA-aware retirement plan services for employer plan sponsors.
Based on AP Investment Management
Based on AP Investment Management
Flat fees ranging from $10,000 to $20,000 for Financial Planning and Consulting services; flat fees also possible for Retirement Plan Consulting services.
$0 - $999,999.99: 1.10% $1,000,000 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.90% $5,000,000+: 0.70%
Maximum hourly fee up to $500 for Financial Planning and Consulting services; hourly fee basis also used for Retirement Plan Consulting services.
Account minimum: $500,000 Fee-only: Financial Planning & Consulting: Hourly fee up to $500/hour; Flat fees from $10,000 to $20,000.
800 W El Camino Real, #180
Mountain View, CA 94040
California · Louisiana · Texas
AP-Financial, LLC dba AP Investment Management
2025 - Present (1 year)
LPL Finanical LLC
2020 - 2025 (5 years)
E.K. Riley Investments, LLC
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
CFP®, Series 66
Redwood City, CA
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