Akrish Financial Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AKrish Financial Advisory provides comprehensive and targeted financial planning and investment advice to a small client base that includes high-net-worth individuals, trusts, estates, retirement plans and small businesses. The firm delivers services on an ongoing, project, or hourly basis covering cash flow, tax planning, stock compensation, retirement and estate plan review, but does not manage client assets or accept custody.
The firm’s investment guidance emphasizes customized, tax-aware, low-cost portfolios with a Core + Satellite approach and uses financial planning tools such as Monte Carlo analysis to model outcomes and distribution strategies. Rather than exercising trading discretion, AKrish issues account‑specific trade lists and assists clients with implementation; it will, on rare occasions, perform due diligence on private funds without managing those investments.
Notably, AKrish does not charge percentage‑of‑assets fees and instead operates on fixed‑fee or hourly engagements and discloses it receives no commissions or outside compensation. Its small roster of roughly 20 clients and focus on higher‑net‑worth households and entity accounts, combined with the emphasis on stock‑compensation advice, tax planning, and occasional private‑fund due diligence, differentiates it from many independent peers that provide asset management and AUM billing.
Client services
Expertise
Fee options
Fixed one-time onboarding fee $2,500-$6,000; fixed project fees $2,500-$6,000
$300 per hour, billed in 15-minute increments, minimum two hours charged upfront
Minimum fee: Typically between $2,400 and $6,000 per year, billed quarterly Fee-only: Fixed fees for financial planning and investment advisory services; ongoing fees $2,400-$6,000/year, one-time onboarding fee $2,500-$6,000, project fees $2,500-$6,000, hourly fee $300/hour
Main office
10080 N Wolfe Rd, Suite SW3 200
Cupertino CA 95014
Advisors at this office
1
Most active in
California
Also doing business as
Akrish Financial Advisory · Krishnamurthy, Anandi · On Track Financial Advisory
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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