How does the advisor help clients – Key Takeaways:
Krishna Wealth Planning provides comprehensive financial planning and investment management services to clients. They specialize in helping individuals, families, and businesses achieve their financial goals through personalized strategies.
Facts and Insights
Here are some data and insights about Krishna Wealth Planning:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 5 | 10 years |
Financial Services Offered
Krishna Wealth Planning offers a wide range of financial services, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Business succession planning
Client Types
Krishna Wealth Planning serves a diverse group of clients, including:
- High-net-worth individuals
- Small business owners
- Retirees
- Professionals
Fees & Compensation
Krishna Wealth Planning is a fee-only financial planning firm, meaning they only receive payment from their clients and do not earn commissions or receive compensation from third parties for recommending specific products or services. They charge a percentage of the assets under management, typically between 1% to 2%, as well as a flat fee for financial planning services.
Background
Krishna Wealth Planning was founded by financial expert, John Krishna, in 2011. John has over 20 years of experience in the financial industry and is a certified financial planner (CFP). He has a strong track record of helping clients achieve their financial goals and is dedicated to providing personalized and transparent services.
Financial Advisor Disclosures to Know
Krishna Wealth Planning is a registered investment advisor with the Securities and Exchange Commission (SEC). This means they are held to a fiduciary standard, requiring them to always act in the best interest of their clients. They have a clean record with no disciplinary actions or complaints reported.