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About Adda Financial
Adda Financial, led by a team of dedicated financial professionals, is committed to revolutionizing the way individuals access financial advice. With a focus on transparency and simplifying complex financial matters, Adda Financial offers a range of services, including ongoing financial planning and in-depth financial check-ins. Their flat fee structure ensures accessibility to quality financial guidance for individuals of all backgrounds. Adda Financial's investment philosophy centers on risk management, long-term perspective, diversified portfolios, cost-efficiency, tax optimization, and disciplined decision-making. As advocates for change in the financial industry, Adda Financial strives to meet the evolving needs of a younger, savvier generation seeking high-impact, client-focused services at reasonable prices.
Pricing options
Regulatory filings
Areas of specialty
- Ongoing Financial Planning
- Financial Check-ins
- Investment Management
- Risk Assessment
- Tax Optimization
- Transparent Flat Fee Structure
- Client-Centric Approach
More about Adda Financial
| Designations | Minimum asset threshold |
| Registered Investment Advisor | Under 100k |
| Firm CRD Number | Number of advisors |
| 316857 | 1 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Adda Financial.