Golconda Investment Advisors is a fee-only advisory firm based in Pleasanton, California, operated by Sunil Chowdary Vemulapalli, a Chartered Financial Analyst. The firm focuses on delivering project-based financial planning and non-discretionary investment advice to individuals, families, high-net-worth clients, and trusts. Golconda Investment Advisors specializes in analyzing a client's financial situation, cash flow management, retirement planning, education funding, risk management, and estate planning considerations to deliver written, tailored recommendations. Clients retain sole authority over all investment decisions and execute trades independently through their own chosen custodians, as the firm does not manage portfolios, hold client funds, or provide ongoing account monitoring. The firm operates purely on a per-engagement flat-fee basis without ongoing retainer or asset-based fees.
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.