Vid Ponnapalli
UNIQUE FINANCIAL ADVISORS LLC
Holmdel, NJ 07733
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CRD#: 4936892
Professional summary
Vid Ponnapalli, CFP® is a registered financial advisor currently at UNIQUE FINANCIAL ADVISORS LLC located in Holmdel, New Jersey.
Vid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Vid has worked at 1 firm and has passed the Series 65 exam.
Biography
Hello,
My name is Vid Ponnapalli. I am the owner of Unique Financial Advisors. I provide customized financial planning, investment management, and tax planning services for busy, mid-career professionals. Here is my story:
Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement. We needed help organizing our financial life; We needed financial advice, so we could achieve our goals! We looked around but could not find an unbiased financial advisor who would put our interest before his/hers.
Fast forward: Five years later, I approached a financial advisor for help with Investment Management. His firm insisted that I need a minimum of $1million to become a client. I was not ready to commit that much money to start a new advisory relationship. Again, I could not find the financial advisor I was looking for!
That is when I realized that busy, mid-career professionals are under-served by traditional financial planning methods. I wanted to contribute and change this paradigm. The result: I launched Unique Financial Advisors in 2014 with a commitment to provide fee-only financial advice with no asset or income minimums.
If this fits your vision, too, please visit my website to learn more.
On a personal note – my beautiful wife, Maha and I live in Holmdel, New Jersey. Our three young boys are on their path to settling down in life. When I am not working, I enjoy hiking, skiing, and spending time with family.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of the other business: Unique Tax Consultants Not Investment-related Address of the other business: 999 Palmer Avenue, Suite 5, Holmdel, NJ 07733 Nature of the other business: Tax preparation, and planning services for individuals, families, and small businesses. Position: Sole Owner Unique Tax Consultants is distinct from Unique Financial Advisors, there are no conflicts of interest. Start Date: April 2017 15 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Vid Ponnapalli's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
January 8, 2015 - Present
UNIQUE FINANCIAL ADVISORS LLC
Office #1: 999 Palmer Ave. Suite 5, Holmdel, NJ 07733RIA
CRD#: 174124
Holmdel, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(1/8/2015)
IAR
New York(3/18/2022)
IAR
Texas(1/20/2016)
Current Firm
UF
UNIQUE FINANCIAL ADVISORS LLC
PONNAPALLI, VIDYASAGAR | UNIQUE FINANCIAL ADVISORS LLC | UNIQUE FINANCIAL ADVISORS LLC
CRD#: 174124 / SEC#:
New Jersey
Registered Investment Advisory firm - (1/8/2015 Approved)New York
Registered Investment Advisory firm - (11/19/2018 Approved)Texas
Registered Investment Advisory firm - (1/19/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
999 Palmer Ave. Suite 5, Holmdel, NJ 07733
Mailing Address
Phone number
(732) 615-0380
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 70,411,282 |
Red Flags
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