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 Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 63 clients.

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

Fee Structure

  • Comprehensive Financial Plan: $3,000 - $10,000, depending on the complexity of the client’s financial situation, including modules on cash flow, tax planning, investment strategy, equity compensation, and retirement projections.
  • Hourly Financial Planning: $350 per hour, billed at the end of each month in 6-minute increments. New clients are billed for a minimum of five hours.
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.

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Employment History
Current Registrations
Empower Financial
February 2022 - Present · 4 yrs 2 mos
State Registrations2 states
CATX
Advisor

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Exams
No exam information available for this advisor.