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Nirvan Khaksarfard

2 Years of Experience

Nirvan Khaksarfard is a registered investment advisor at Alpha Financial Advisors, LLC, based in Mclean, VA, with 2 years of industry experience. Nirvan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 156 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
156 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$218.3M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $300K1.50%
$300K - $600K1.35%
$600K - $1.0M1.25%
$1.0M - $3.0M1.10%
$3M+0.75%

Fees may be negotiated under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8260 Greensboro Drive, Suite 125, Mclean, VA, 22102

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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
Alpha Financial Advisors, LLC
December 2023 - Present · 2 yrs 4 mos
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.