Sridhar Krishnan is a CFP-designated registered investment advisor at Encover Personal Finance, based in Fremont, CA, with 7 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, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
For ongoing planning, Encover Personal Finance charges $250-$350 per month, paid monthly, for an initial 12-month period. The monthly fee depends on the complexity and needs of the client. Clients work one-on-one with a planner who will develop and help implement their plan. The planner will monitor the plan, recommend any changes and ensure the plan is up to date as circumstances and assumptions made in the plans change.
- One-Time Financial Plan — $2,400 to $4,000, depending on complexity and the needs of the client.
- Hourly Planning — $300 per hour, billed in 30-minute increments, with a minimum fee of $1,200 for the project.
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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