Sudha Anand is a registered investment advisor at Wjl Financial Advisors, based in Denville, NJ, with 4 years of industry experience. Sudha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WJL Financial Advisors provides portfolio guidance, recommending low-cost index funds and passively managed funds. If you choose to have WJL execute trades, you'll need to open an account with their recommended broker-dealer. WJL will obtain your approval before making any trades. They do not charge a percentage of your portfolio. Instead, this service is part of the annual advisory services program, which has a flat fee.
Location
Denville, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sudha is the owner of an executive coaching business since January 2020. She spends about 10-20% of her time providing coaching services to executives.
Employment History
Current Registrations
Wjl Financial Advisors
State Registrations6 states
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