AKrish Financial Advisory is a registered investment advisor founded in June 2017 and owned by Anandi Krishnamurthy. Located in Cupertino, California, the firm provides comprehensive financial planning, tax planning, retirement planning, cash flow and debt management, insurance reviews, college savings strategies, and estate plan reviews. AKrish Financial Advisory does not manage investment portfolios directly or hold client funds; instead, the firm designs customized, low-cost portfolios and provides account-specific trade lists that clients execute themselves. The firm offers three types of engagements: ongoing planning, one-time projects, and hourly consulting.
Fee Structure
AKrish Financial Advisory offers ongoing financial planning and investment advice, which includes an initial analysis, recommendations, implementation assistance, annual tax planning, and ongoing portfolio reviews and rebalancing. Clients can reach out for advice at any time. For this engagement, the firm charges:
- An initial onboarding fee between $2,500 and $6,000 for creating the financial plan
- Ongoing annual fees between $2,400 and $6,000, billed quarterly in arrears
- One-time project financial planning — $2,500 to $6,000 depending on the complexity of the project and estimated time, covering comprehensive planning or advice on select topics
- Hourly consulting — $300 per hour with a two-hour minimum, billed in 15-minute increments for specific topics