Tamana Rajwani is a registered investment advisor at Steadyrise Financial LLC, based in Arlington, VA. Tamana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more.

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

Fee Structure

  • Comprehensive fixed-fee financial planning — starting at $3,000 for individuals and $4,000 for business owners, typically lasting six weeks to three months depending on complexity
  • Hourly financial planning — $250 per hour for targeted guidance on specific financial topics or questions
  • Tax preparation services — ranging from $400 to $10,000 based on the complexity of returns, such as the number of states, rental properties, businesses, or source documents
One-Time Plan:$3,000 - $4,000
Hourly Rate:$250/hr
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Location

Arlington, VA

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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
Steadyrise Financial LLC
August 2026 - Present · 2 mos
State Registrations1 state
VA
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.
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Tamana Rajwani - Financial Advisor | TrueAdvisor