A complete list of active advisors currently associated with Akrish Financial Advisory
Warmer can help you find a great advisor at Akrish Financial Advisory or one who fits your needs even better.
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.
To learn more about the advisors currently working at Akrish Financial Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cupertino, CA
| 9
|
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