ADI Mahajan CPA PC
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About
Adi Mahajan CPA PC provides integrated CPA and fee-only investment advisory services to individuals, trusts, family structures, charitable organizations, and small businesses, including retirement plan sponsors and participants. The firm’s service set includes goal-based wealth planning, tax-efficient portfolio management, retirement income planning, and retirement plan consulting with administrative and participant support.
The firm combines CPA tax expertise with investment management, using IPS-driven asset allocation and methods such as fundamental analysis, quantitative modeling, and modern portfolio theory to guide long-term portfolios. Tax-aware techniques — including asset location, tax-loss harvesting, and multi-year Roth conversion planning — are incorporated into portfolio monitoring and both discretionary and non-discretionary management arrangements.
Distinctive features include the dual-practice structure with a formal Independence Clause and separated billing for tax and advisory work, and a client mix that explicitly includes institutional-type clients (nonprofits, charter schools, and employer plans) alongside individual investors. The firm also bills recurring participant administrative/educational fees for plan services and maintains formal AI data-privacy and security controls (SOC 2 Type II compliance and explicit prohibitions on using client data to train public models).
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Hourly rates negotiated between $250 and $400 per hour
Account minimum: $25,000 Minimum fee: Minimum Fee: 1.75% of the client’s stated portfolio value at signing for stand-alone financial planning, with a minimum portfolio threshold of $25,000 Fee-only: The Firm operates strictly as Fee-Only; no commissions, 12b-1 fees, or other incentives accepted
Main office
800 Park Offices Dr Ste 3318
Research Triangle Park NC 27709
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Adi Mahajan Cpa Pc · Invest With A Goal · Mahajan, Adi
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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