Velaga Advisors fees and pricing
Financial planner in Allen, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Velaga Advisors charges $300 an hour, a flat or project fee of $3,000-$5,000, and an annual fee of $5,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“CONSULTATION SERVICES VA charges an hourly fee of $300 per hour for consultation services.”
- Flat or project fee
- $3,000-$5,000
“If we agree to provide this standalone service, VA charges a flat fee between $3,000 and $5,000 based on the complexity and unique needs of the Client.”
- Annual fee
- $5,000-$10,000/yr
“We offer these two as a bundled service for a flat fee between $5,000 $10,000 per year based on the complexity of the Client’s situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Velaga Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm’s fees are negotiable at the firm’s sole discretion.”
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Velaga Advisors’ fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 3 other planners in Allen that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$5,000 spans the Texas median of $3,850. 51% of the 401 other Texas planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Allen that publish a flat or project fee charge less.
- Its annual fee of $5,000-$10,000 spans the Texas median of $6,000. 58% of the 106 other Texas planners that publish an annual fee charge less.
About Velaga Advisors
“The firm offers its comprehensive portfolio management and financial planning services, fully integrated with ongoing strategic tax planning, under the commercial name and marketing umbrella of Private Wealth Management.”
- Principal: Krishna Velaga
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 10
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $31,951,484
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329122
- Phone
- (469) 525-3995
Other planners in Allen that publish fees
- Cadence Financial Advisors, LLCAllen$1,500-$5,000, $150-$500/mo
- High Flight Financial LLCAllen$200-$400/hr
- Maguire Stewardship PartnersAllen$1,000-$5,000, $100-$500/mo
- Money Calculus LLCAllen$300/hr
- Monument Retirement & Wealth Advisory, LLCAllen$100-$2,500
- Think Different Wealth Advisors LLCAllen$250-$500/hr, $1,000-$5,000
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.