Dubbu Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dubbu Advisors provides fee-only financial advice to individual and high-net-worth clients through ongoing financial planning, limited-scope one-time planning products, and an optional investment management service for clients who elect portfolio delegation. The firm, formed and registered in 2026, explicitly frames its services around accessibility and affordability for clients navigating boom‑and‑bust income cycles common in tech-sector careers.
The firm’s approach combines behavioral financial counseling with traditional planning and portfolio construction: it offers AFCPE-aligned financial counseling focused on budgeting, debt management, and money habits alongside goal-based planning and asset allocation work. For clients who choose delegated management, Dubbu uses model portfolios and recommends outside managers and custodial platforms (including participation in model marketplaces) to implement discretionary trading, rebalancing, and tax-loss harvesting.
Compared with many peers, Dubbu emphasizes fixed-fee planning offerings and one-time fixed-fee diagnostics (with fee-credit conversion to ongoing plans), income‑based discounts and explicit fee relief for unemployment or financial distress, and active selection of outside advisers to run models—features that are less common for newly registered firms. The firm also limits its crypto guidance to large, institutionally supported digital assets accessed via regulated vehicles and does not serve as a private fund adviser.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-Time Products Financial Planning fees range from $500 to $2,500 depending on specific product
$0 - $500,000: 0.90% annually (Investment Management for Growth tier; subject to max annual fee of $4,500) $500,001+: 0.60% annually (Investment Management for Holistic Planning clients; subject to max annual fee of $30,000)
Ongoing Financial Planning fees paid quarterly in advance; quarterly payments on Investment Management fees paid in arrears
Minimum fee: Initial financial planning fee up to $1,000, waived at Advisor’s discretion; ongoing fixed fees paid quarterly in advance. Fee-only: Ongoing Financial Planning fixed fees: Foundations $1,500/year, Growth $3,000/year, Holistic Planning $5,000/year (fees negotiable, paid quarterly in advance)
Main office
San Jose CA
Advisors at this office
1
Most active in
California
Also doing business as
Dubbu Advisors · Dubbu Advisors LLC
Disclosures
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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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