Rutvik Joglekar is a registered investment advisor at Diyfi Advisors LLC, based in Chicago, IL. Rutvik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Millennials & Gen Z, and 2 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Financial Foundations Package — $250, includes initial financial assessment, retirement account enrollment assistance, debt repayment guidance, banking recommendations, implementation sessions, and follow-up support.
- Portfolio Transition Package — $750, includes portfolio analysis, fee elimination opportunities, brokerage selection guidance, tax-efficient investing strategies, implementation sessions, and follow-up support.
- Financial Safety Net Package — $1,250, includes detailed financial assessment, risk management strategy, retirement goal projections, insurance and estate planning reviews, portfolio optimization, consultation sessions, and periodic check-ins.
- Hourly Consulting — $250/hour, billed in half-hour increments, for tailored financial advice.
- Custom Packages — Pricing varies based on scope and complexity, offering cost savings compared to hourly services.
One-Time Plan:$250 - $1,250
Hourly Rate:$250/hr
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Location
Chicago, IL
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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.
Learn about disclosures →Employment History
Current Registrations
Diyfi Advisors LLC
October 2025 - Present · 7 mos
State Registrations1 state
IL
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.