Krishna Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$37,293,561
Clients
69
64% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
69
Very HighAverage account size
$540,486
About
Krishna Wealth Planning works with individual and high‑net‑worth clients, providing ongoing portfolio management alongside comprehensive financial planning delivered either on a project basis or as an ongoing engagement. The firm’s services include retirement and tax planning, business planning, cash‑flow and debt management, and coordination of estate‑planning documents through third‑party scrivener services.
The firm’s investment approach blends fundamental security analysis with Modern Portfolio Theory, using both passive and active vehicles and, where appropriate, Separately Managed Accounts and sub‑advisers to implement tailored asset allocations. For actively managed allocations the firm commonly uses funds from Dimensional Fund Advisors, maintains individualized investment policy statements, and directs clients to a single custodian while offering a third‑party cash sweep aggregator for cash management.
Noteworthy operational features include a relatively small client base managing roughly $37 million in assets and a custodial requirement (Charles Schwab) combined with a policy of not aggregating trades for block execution, which departs from many peers’ practices. The firm also integrates tax and retirement‑income expertise (its principal holds CFP®, Enrolled Agent and retirement/global planning credentials) and remits and coordinates fee‑for‑service estate planning through an outside provider, an arrangement that is less common among similar advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Estate planning
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Business ownership considerations
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Initial comprehensive financial plan base fee $2,000, with total fees generally not exceeding $5,000; Estate planning fees from $600 to $2,000 plus $300-$600 per property deed recording.
$0 - $600,000: 1.00% $600,001 - $3,000,000: 0.30% $3,000,001+: 0.10%
Financial planning hourly fee is $250 per hour, billed in 15-minute increments.
Account minimum: $100,000 Minimum fee: Minimum annual fee of $3,000 per year ($750 per quarter) for investment management services. Fee-only: Comprehensive financial planning fees including initial plans ($2,000 base, up to $5,000 total), ongoing planning at $250/month, hourly fees at $250/hour.
Main office location
Krishna Wealth Planning
5900 S Lake Forest Dr, Ste 300
Mckinney TX 75070, United States
Number of offices
1
Most active in
Krishna Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Texas
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
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