Krishna Wealth Planning
Krishna Wealth Planning (CRD# 304613) is a financial advisory firm headquartered in Mckinney, TX. They manage $20,012,105 in 131 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts131ACCOUNTS
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Average Account Value$152,764
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Krishna Wealth Planning
1
Neil Krishnaswamy (CRD# 5983812) is an Investment Advisor Representative working at Krishna Wealth Planning in Mckinney, TX and has over 12 years of experience in the finance industry.
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