Ahmad Saltagi is a CFP-designated registered investment advisor at Zaki Financial LLC, based in Fishers, IN, with 7 years of industry experience. Ahmad 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 3 more. Their firm serves 34 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
14074 Trade Center Dr., Suite 124, Fishers, IN, 46038
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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 ActivitiesSells Insurance
Ahmad works as a physician for Indiana Internal Medicine, taking about half of his time. He is also a licensed independent insurance agent through Aman Insurance LLC, a shareholder of Compassion Hospice, LLC, owns rental properties through Salem Homes LLC, and provides medical services through ARS Commerce LLC, each taking about 10-20% of his time.
Employment History
Current Registrations
Zaki Financial LLC
State Registrations2 states
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