Akrish Financial Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$0
About
AKrish Financial Advisory provides comprehensive and targeted financial planning and investment advice to a small client base that includes high-net-worth individuals, trusts, estates, retirement plans and small businesses. The firm delivers services on an ongoing, project, or hourly basis covering cash flow, tax planning, stock compensation, retirement and estate plan review, but does not manage client assets or accept custody.
The firm’s investment guidance emphasizes customized, tax-aware, low-cost portfolios with a Core + Satellite approach and uses financial planning tools such as Monte Carlo analysis to model outcomes and distribution strategies. Rather than exercising trading discretion, AKrish issues account‑specific trade lists and assists clients with implementation; it will, on rare occasions, perform due diligence on private funds without managing those investments.
Notably, AKrish does not charge percentage‑of‑assets fees and instead operates on fixed‑fee or hourly engagements and discloses it receives no commissions or outside compensation. Its small roster of roughly 20 clients and focus on higher‑net‑worth households and entity accounts, combined with the emphasis on stock‑compensation advice, tax planning, and occasional private‑fund due diligence, differentiates it from many independent peers that provide asset management and AUM billing.
Client services
Financial planning
Expertise
Stock option exercise strategy
General tax planning
Passive / index investing
Private / alternative investments
Fee options
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
Main office location
Akrish Financial Advisory
10080 N Wolfe Rd, Suite Sw3 200
Cupertino CA 95014, United States
Number of offices
2
Most active in
Akrish Financial Advisory has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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