M
Mehta Services Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,619,918
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$1,827,490
About
Mehta Services Company is an independent, single-advisor registered investment adviser that provides investment advisory services, financial planning and tax preparation to individual clients. In its disclosure the firm indicates it does not accept typical non‑high‑net‑worth retail clients, focusing its relationships on individuals who meet its intake criteria.
The firm relies on Modern Portfolio Theory and portfolio optimization to construct customized, core-and-satellite portfolios using broad-based no‑load mutual funds and ETFs, with allocations set according to each client’s risk tolerance and cash‑flow needs. It generally operates with limited discretionary authority (via a limited power of attorney), performs quarterly rebalancing and provides periodic account reviews.
Notably, the owner combines tax‑preparation services and hourly financial planning alongside assets‑under-management portfolio services, and discloses that financial and tax planning work will not exceed an average of about 10 hours per week (roughly 10% of firm time). The adviser also prefers recommending a single broker for operational efficiency while allowing clients to choose their custodian, and it expressly avoids recommending load mutual funds.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
0.5% of assets placed under management or $250 minimum for portfolio creation fee
$0 - $500,000: 0.50% annually $500,000 - $1,000,000: 0.375% annually $1,000,000+: 0.25% annually (negotiable above $1 million)
$50 per hour for financial and tax planning services (negotiable)
Minimum fee: $250 annually minimum for investment management services Fee-only: Hourly fee of $50/hour for financial and tax planning services (negotiable) and fixed fee for initial portfolio creation of 0.5% of assets placed under management or $250, whichever is greater
Main office location
Mehta Services Company
Reston VA, United States
Number of offices
1
Most active in
Mehta Services Company has reported serving >5 clients in these states in the last 12 months.
Virginia
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:
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")