Golkonda Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“Our fixed fees range from $500 to $10,000 per engagement, depending on the scope and complexity of the services provided.”

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

How Golkonda Investment Advisors bills

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

• “Fees are billed and payable in arrears, upon delivery of the completed work product for the engagement.”
• “Clients pay the firm directly, by check made payable to the firm or by electronic funds transfer to the firm's business bank account.”
• “Accordingly, no refund of prepaid fees arises.”

How Golkonda Investment Advisors’ fees compare

• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 8 other planners in Pleasanton that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Golkonda Investment Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340319

Phone

(415) 999-4586

Other planners in Pleasanton that publish fees

• Abundance AdvisersPleasanton$500/hr, $500
• Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
• Carr Wealth Management LLCPleasanton$150/hr
• Grant Private Wealth ManagementPleasanton$250/hr, $1,500⁠-⁠$15,000
• Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000
• Mirador Capital PartnersPleasanton$2,500

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