Kirti Bhanushali is a registered investment advisor at Dversify Advisors LLC, based in Georgetown, TX. Kirti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Dversify Advisors offers ongoing digital subscription packages billed quarterly in advance, which include continuous access to automated financial planning analyses on the dversify.ai platform:
- 55+ Pre-Retirement package — $495 per quarter (effective annual rate of $1,975), which includes retirement income, tax, and planning analyses.
- Investor package — $745 per quarter (effective annual rate of $2,975), which includes all analyses in the pre-retirement package plus equity-compensation, real-estate, and business-entity analyses.
Subscriptions renew automatically, and access continues through the end of any quarter already paid for if cancelled.
Location
Georgetown, TX
Get directionsHistory
Regulatory History
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
Dversify Advisors LLC
State Registrations1 state
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
More Advisors
- Darrick Mcgill, CFPPrimerica Advisors
- Michael Dosier, CFPEdward Jones
- Allison Dickmann, ChFCState Farm Investment Management CORP.
- Nicholas D'alessandro, CFPStrategic Advisers LLC
- Zachary Thomas, CFPGrowth Horizons Wealth Management LLC
- Gregory Bowden, CFPRaymond James & Associates, INC.