Narasimha Vulisetti is a registered investment advisor at Y2k Financial LLC, based in Frisco, TX, with 5 years of industry experience. Narasimha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Y2K Financial LLC charges $150 per hour for financial planning services, billed in 15-minute increments. The total cost will be estimated before you agree to work with them. You pay the entire fee when they deliver the invoice along with your financial plan. For engagements lasting more than a month, you may be billed monthly for the time spent.
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.
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Narasimha works as a Systems Architect in Software Development at Bank of America, NA since 2020. This non-investment related activity takes up nearly full-time hours each month.
Employment History
Current Registrations
Y2k Financial LLC
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.