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Amit Singhal

1 Year of Experience
Long Valley, NJ

Amit Singhal is a registered investment advisor at Mantrana Advisors, based in Long Valley, NJ, with 1 years of industry experience. Amit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1 clients.

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

Fee Structure

MaNTRANA ADVISORS charges $2,500-$6,500 per year for ongoing financial planning. The price depends on your specific needs, the complexity of your situation, and the time and resources required. This service involves working with a financial planner to develop, implement, and monitor your financial plan.

  • One-time financial plan — $1,500-$4,000, depending on your needs and the complexity of your situation.
  • Project-based financial planning — $750 to $6,000, or $250/hour, for addressing specific financial questions or issues.
Annual Retainer:$2,500 - $6,500/year
One-Time Plan:$750 - $6,000
Hourly Rate:$250/hr
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Location

Long Valley, NJ

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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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Other Business Activities

Amit works full-time as the Head of Business and Account Management at BASF Corporation, a chemical company. This role involves selling chemicals and materials, securing new business, and managing global business with US semiconductor manufacturers, taking nearly all of Amit's time during trading hours.

Employment History
Current Registrations
Mantrana Advisors
March 2025 - Present · 1 yr 2 mos
State Registrations1 state
NJ
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.
Amit Singhal - Financial Advisor | TrueAdvisor