Ashish Shah is a registered investment advisor at Shah Tax and Financial Planning, based in Frisco, TX, with 7 years of industry experience. Ashish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fees are negotiable.
Fee Estimator
Location
Frisco, TX
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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 →Other Business Activities
Ashish is the proprietor of Shah Tax and Financial Planning, where he prepares and files annual tax returns. This activity takes about a quarter of his time.
Employment History
Current Registrations
Shah Tax and Financial Planning
State Registrations1 state
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