Saidislom Israilov is a CFP-designated registered investment advisor at Israilov Financial, based in Cupertino, CA, with 2 years of industry experience. Saidislom 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, Gen X, and 5 more. Their firm serves 11 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are charged as a percentage of the client's financial footprint (investable assets plus W-2 and 1099 income, excluding real estate equity and passive income). The standard rate is 0.75% annually, with a range of 0.50% to 1.00% depending on complexity, subject to a $5,000 annual minimum fee.
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Contact
Saidislom Israilov
Location
Cupertino, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Israilov Financial
Previous Registrations
Rabo Securities USA, INC.Broker
State Registrations1 state
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
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