# SHAH TAX AND FINANCIAL PLANNING

SHAH TAX AND FINANCIAL PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** shahfinancial.ca

## Regulatory record

- **CRD number:** 291763
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291763

## About

SHAH TAX AND FINANCIAL PLANNING is a state-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single team member.

## Sectors

- Financial Services
- Wealth Management

## Questions

### Is SHAH TAX AND FINANCIAL PLANNING a registered investment advisor?

The firm's regulatory status is not confirmed through public SEC or state filings. Without a Form ADV or similar disclosure, it is unclear if SHAH TAX AND FINANCIAL PLANNING operates as an RIA or solely as a tax preparation practice.

### Who leads SHAH TAX AND FINANCIAL PLANNING?

No named principals or team members are identified in public records, including LinkedIn or regulatory databases. The firm's leadership remains undisclosed.

### What is the geographic footprint of SHAH TAX AND FINANCIAL PLANNING?

No office address or service region has been publicly disclosed. The firm's location and any additional offices are unknown.

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Last updated: 2026-07-11T13:00:08.000Z

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