Shah Tax and Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management alongside financial planning and tax accounting services for pooled and institutional accounts as well as other client types. Offerings include portfolio construction and continuous advice, comprehensive and project-based financial planning, and tax return preparation and representation under an Enrolled Agent credential.
Investment implementation is primarily passive and asset-allocation driven, using index mutual funds and ETFs, with accounts managed on a non-discretionary basis and reviewed quarterly against client investment policy statements. Financial planning and tax-efficiency considerations are integrated into the advice process, and clients receive written or electronic plans with ongoing monitoring and updates.
What is distinctive for a firm in this category is the mixed-fee model: in addition to standard percentage-of-AUM fees, the firm offers hourly planning at $175 per hour and fixed-fee planning engagements, an arrangement that is relatively uncommon among investment managers. The adviser combines tax-preparation authority (Enrolled Agent) and a corporate finance background with operational practices such as not aggregating client trades and not voting client proxies.
Client services
Expertise
Fee options
Financial Planning Project: $1,000 to $3,000 (negotiable); Initial Consultation: $175 to $350 (negotiable); Comprehensive Financial Planning initial fee $1,000 to $3,000, ongoing $500 to $750 per month (standard ongoing annual fee $3,000)
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
$175 per hour, minimum two billable hours due upon agreement, billed in 30-minute increments
Main office
Frisco TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Ashishronak LLC · Shah Tax And Financial Planning
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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