Akrish Financial Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We charge $300 per hour; billed in 15-minute increments (four increments per hour), and a partial increment (i.e., eight minutes, etc.) will be treated as a whole increment.”

Flat or project fee

$2,500⁠-⁠$6,000

“Our financial planning and investment advisory services may be provided on a project basis for a fixed fee, typically ranging from $2,500 to $6,000 as determined by the complexity of the project and the time estimated.”

Annual fee

$2,400⁠-⁠$6,000/yr

“Fees are typically between $2,400 and $6,000 per year depending on the complexity of a client’s financial situation and are billed quarterly, in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Akrish Financial Advisory bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The one-time and annual fees are negotiable and will be agreed upon before the start of any work, generally after the initial meeting.”
• “The fixed fee is negotiable and will be agreed upon before the start of any work, generally after the initial meeting.”
• “The remainder of the project fee is due upon completion of the engagement.”

How Akrish Financial Advisory’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Cupertino that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$6,000 spans the California median of $5,000. 46% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Cupertino that publish a flat or project fee charge less.
• Its annual fee of $2,400-$6,000 is below the California median of $6,250. 31% of the 224 other California planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Akrish Financial Advisory

• Principal: Anandi Krishnamurthy
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Equity compensation
• Social Security
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288700

Website

akrishfa.com (opens in new tab)

Phone

(408) 785-7875

Other planners in Cupertino that publish fees

• Everest Private WealthCupertino$3,000
• Israilov FinancialCupertino$400/hr, $2,000⁠-⁠$5,000
• Vibrance Wealth Management LLCCupertino$250/hr, $4,000⁠-⁠$20,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 6 planners in Cupertino