Neil Krishnaswamy

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About Neil Krishnaswamy

At Krishna Wealth Planning, I work mostly with technology and medical professionals, many of whom are nearing retirement and want to know if they can be financially independent. As a former tech professional, I bring a unique process-based approach to managing the complexity of their lives. I opened Krishna Wealth Planning in 2019 to help my clients achieve a delicate balance between living an abundant life now and building a secure foundation for the future.

My clients receive a custom-designed investment portfolio based on empirical research and sound principles. I also ensure their investments are carefully integrated into their financial and retirement income plans. Additionally, I write practical pieces on my firm's blog and seek to educate the broader public through writing and media interactions.

I hold several professional designations, including being a CERTIFIED FINANCIAL PLANNER^™ professional since 2014, and a Retirement Income Certified Professional (RICP) since 2016. I am also an IRS Enrolled Agent (EA), which enables me to provide in-depth tax planning as a part of your plan. I earned a B.S. degree in Electrical Engineering from Purdue University.

On a personal note, I live in McKinney, Texas (North Dallas area) with my wife of almost twenty years, Pavi. I enjoy spending time with my daughter Veda, who is 13 years old, and my two-year-old German Shepherd, Mocha. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

CRD#

5983812

Firm CRD#

304613

Name of Custodial Firm

Charles Schwab

States Licensed in

TX (However, we can serve clients across the country)

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I started my professional career back in 2002 as an electronics engineer working for IBM and their hard disk drive affiliate company. I transitioned into wealth management and financial planning in 2011. Through firms local to Plano and Frisco, Texas, I built experience in a variety of areas including behind-the-scenes operations, tax return preparation, financial plan development, and as a client-facing advisor. My experience has led me to Krishna Wealth Planning, which I opened in 2019. Since then, I've worked as owner/operator and am grateful to directly serve wonderful families both in the Dallas area and virtually across the country.

Work with the following types of clients

Individual Investors

Foreign Languages Serviced

English, Tamil

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, EA, RICP^®, CEPA^®, GFP

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$17,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$17,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Tiered

Hourly Rate

Additional Details on Charges

Our detailed pricing can be found online: https://krishnawealth.com/pricing/

Minimum Fee Charged for Managed Accounts

$3,000

Education

Bachelors - Electrical Engineering

Purdue University
09/01/1997 -05/01/2002

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.indyfin.com/public/220851/ADV.pdf
https://www.indyfin.com/public/220851/DISCLOSURE.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888681/paladinregistry-Krishna-Wealth-Planning-LLC-detailed-disclosure.html

Disclaimer

Krishna Wealth Planning LLC is an Investment Advisor registered with the State of Texas and in other jurisdictions where exempt from registration. Please contact us at 214-901-7526 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Paladin Advisors

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Paladin Research Report For:

Krishna Wealth Planning LLC