Atul Dubal
Atul Dubal is a CFP-designated registered investment advisor at Prudent Prospera Planning, INC., based in Pleasanton, CA, with 21 years of industry experience. Atul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning - Hourly rate of $250 per hour, negotiable. The number of hours will vary depending upon the complexity of the client’s financial situation.
- Financial Planning - Fixed fee ranges from $1,000 to $5,000. The fixed fee is negotiable and will be based upon the number of planning areas covered, services provided, research, and preparation time involved in creating the plan.
Location
5506 Sunol Blvd, Suite 205, Pleasanton, CA, 94566
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Atul is a licensed insurance agent, selling insurance products and providing counsel to clients and potential clients, dedicating about 10-20% of his time. He also does tax planning for CPA firms, spending minimal time on this activity.
Employment History
Current Registrations
Prudent Prospera Planning, INC.
Previous Registrations
Foresters Equity Services, INC.
Qa3 Financial LLC
Eplanning Advisors INC
United Securities Alliance, INC.
Sterling Financial Services, INC
Royal Alliance Associates, INC.
Metlife Securities INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.