# Krishna Wealth Planning

> Krishna Wealth Planning is a state-registered investment advisory firm in McKinney, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 17, 2026.

- CRD: 304613
- Filed as: KRISHNA WEALTH PLANNING
- Legal name: Krishna Wealth Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: McKinney, TX
- Filing period: October 2026
- Form ADV filing dated: January 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304613
- AdvisorCensus page: https://advisorcensus.com/firm/krishna-wealth-planning-mckinney-tx-304613

## Quick answers

**How is Krishna Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Krishna Wealth Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Krishna Wealth Planning located?**
Krishna Wealth Planning's principal office is in McKinney, TX, according to its Form ADV.

**Is Krishna Wealth Planning registered with the SEC or a state?**
Krishna Wealth Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304613.

**How much does Krishna Wealth Planning manage?**
Krishna Wealth Planning reports $37,293,561 in regulatory assets under management in its Form ADV filing dated January 17, 2026 (100% discretionary).

**What types of clients does Krishna Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (25).

**Does Krishna Wealth Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304613

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,293,561
- Discretionary: $37,293,561
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $5,982,157 |
| High net worth individuals | 44 | $31,311,404 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- krishnawealth.com
- LinkedIn @neilkrishnaswamy

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Krishna Wealth Planning (CRD 304613): Form ADV filing data as of October 2026.