PK
CFP
PK
CFP

Praveen Krishnamurthy

4 Years of Experience
Fremont, CA

Praveen Krishnamurthy is a CFP-designated registered investment advisor at Empower Financial, based in Fremont, CA, with 4 years of industry experience. Praveen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 63 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Empower Financial charges $350 per hour for ongoing financial planning, billed at the end of each month. New clients starting with hourly planning are subject to a minimum of 5 hours ($1,750), which is due upfront upon signing the client agreement.

  • Comprehensive Financial Plan — $3,000 to $10,000 depending on the complexity of your financial situation, covering cash flow, tax planning, investment strategy, employee benefits, and retirement projections.
Annual Retainer:From $1,750/year
One-Time Plan:$3,000 - $10,000
Hourly Rate:$350/hr
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Location

Fremont, CA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Empower Financial
February 2022 - Present · 4 yrs 8 mos
State Registrations2 states
CATX
Advisor

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.

Exams
No exam information available for this advisor.
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