Raman Singh is a CFP-designated registered investment advisor at Boldin Advisors, based in Peoria, AZ, with 11 years of industry experience. Raman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 821 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Boldin Advisors charges up to $6,000 annually for ongoing financial planning engagements. Fees may be negotiated based on the scope and complexity of the services provided.
- Hourly financial planning — $300 to $475 per hour for consultations and specific financial advice
- Fixed-fee financial plan or project — up to $6,000 depending on the nature and complexity of the services
Contact
Raman Singh
Location
Peoria, AZ
Get directionsHistory
Regulatory History (1)
Financial
September 2019Other Business Activities
Raman tutors students on FINRA licenses for Varsity Tutors LLC, dedicating about 10-20% of their time. Raman is also a managing partner at RRJR Enterprises, LLC, a distributor and reseller of leather products, spending minimal time on this. Additionally, Raman provides paraplanning and investment advisory representative services for Montoya Wealth Management, taking minimal time.
Employment History
Current Registrations
Boldin Advisors
Singh Pwm LLC
Previous Registrations
Montoya Wealth Management
Facet Wealth, INC
Mutual Trust Asset Mgmt., INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Aig Capital Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.
Exams
Additional Information
Ever met a Financial Planner who can educate you about your personal financial hygiene? How about a financial planner who provides you with fiduciary standards advice on your finances without selling or pitching you any type of commission based products? How about a planner who doesn’t charge you a 1% fee just to manage your investments or have any account minimums? But most importantly, how about a planner who can be your trusted guide and hold you accountable to get sh*t done so you can be a best version of yourself?
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