Nivedita Persaud
Nivedita Persaud is a CFP-designated registered investment advisor at Transition Planning & Guidance, LLC, based in Sandy Springs, GA, with 15 years of industry experience. Nivedita 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, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Some clients retain Transition Planning & Guidance for ongoing tracking and monitoring of their financial or retirement plan. They will provide additional written reports as needed or requested by the client.
Transition Planning & Guidance offers services billed at either an hourly rate (usually $200 per hour) or an agreed-upon fixed fee, depending upon the nature of the engagement, the scope of services and complexity of the situation.
Location
Sandy Springs, GA
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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.
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Nivedita is a Founder of Pistevo, LLC, a consulting firm, and a Personal Financial Consultant with Zeiders Enterprises, Inc., conducting seminars at military bases. She does not manage assets, sell investment products, or accept compensation for referrals in these activities.
Employment History
Current Registrations
Transition Planning & Guidance, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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