Sunil Vemulapalli is a CFA-designated registered investment advisor at Golkonda Investment Advisors, based in Pleasanton, CA. Sunil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Project-based financial planning and investment advice — Flat fees ranging from $500 to $10,000 per engagement depending on the scope and complexity of the services provided, covering cash flow management, retirement planning, education funding, risk management, and estate planning considerations.
One-Time Plan:$500 - $10,000
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Location
Pleasanton, CA
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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
Golkonda Investment Advisors
August 2026 - Present · 2 mos
State Registrations1 state
CA
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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