Sridhar Krishnan is a CFP-designated registered investment advisor at Encover Personal Finance, based in Fremont, CA, with 8 years of industry experience. Sridhar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
Encover Personal Finance charges a monthly fee ranging from $250 to $350 for ongoing planning services, with an initial 12-month commitment. This service includes:
- A comprehensive financial plan covering retirement, cash flow, investments, and taxes
- Quarterly follow-up check-ins and reviews
- Ongoing monitoring and plan updates as your personal circumstances change
- One-time financial plan — $2,400 to $4,000 depending on the complexity of your situation, covering comprehensive goal setting, net worth, cash flow, and a written report
- Hourly consulting — $300 per hour with a 4-hour minimum ($1,200 total) for limited-scope projects or specific financial questions
Contact
Sridhar Krishnan
Location
Fremont, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Encover Personal Finance
State Registrations2 states
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Exams
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