Dubbu Advisors fees
Financial planner in San Jose, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 14, 2026, Dubbu Advisors (San Jose, CA) charges a flat or project fee of $500-$2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 14, 2026. Fees can change.
- Flat or project fee
- $500-
$2,500 Below the San Jose median of $2,625; none of the 8 other planners in San Jose that publish a flat or project fee charge less. Below the California median of $5,000; 9% of the 390 other planners in California charge less.
“Fixed fee rates range from $500 to $2,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Dubbu Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
About Dubbu Advisors
“On the other end of the spectrum, Dubbu Advisors is also built to serve clients who may find themselves suddenly wealthy due to a boom in the stock market or company stock and need holistic financial planning to preserve and protect it from future downturns.”
- Principal: Prakash Aditham
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 14, 2026
- CRD number
- 344107 (opens in new tab)
- Phone
- (408) 899-9196
Other planners in San Jose that publish fees
- Redwood MoneySan JoseHourly $450/hr, Flat $6,000-$12,000
- Arena Advisors LLCSan JoseFlat $250-$5,000
- Chief Capital Management, IncSan JoseHourly $200/hr
- Sigma3capital LLCSan JoseHourly $250/hr, Flat $250-$5,000
- Pi Wealth Plan LLCSan JoseMonthly from $2,075/mo
- Amaral Financial PlanningSan JoseHourly $500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.