Adam Sharma is a registered investment advisor at Sharma Everyday Finance, based in Oakland, CA. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Sharma Everyday Finance charges hourly fees for direct investment management based on actual time spent, using the same hourly rate structure as financial planning services.
- Lower income and savings — $125 per hour
- Moderate income and savings — $175 per hour
- Higher income and savings — $225 per hour
There are no percentage-of-assets fees or performance fees charged for managing investments.
Location
Oakland, CA
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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
Sharma Everyday Finance
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
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