Raymond James & Associates
46yrs
Top advisor by experience in Woodstock
16yrs
Anitha Rao is a financial advisor in Woodstock, Georgia, with 16 years in the industry. Anitha joined Financial Architects in 2010, a firm offering financial planning and investment management. Anitha holds the CFP® designation.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 54% of advisors in Woodstock
Office302 Creekstone Ridge, Woodstock, GA 30188
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.99 million
Advisors at the firm3
States licensed ?1 state
Services through Financial Architects
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2010 – nowFinancial Architects, LLCCurrent firm
Contact Anitha
(770) 517-8160Financial Architects main office 302 Creekstone RidgeWoodstock, GA 30188Office · Get directions Firm websiteHTTP://WWW.FINANCIALARCHITECTSLLC.COM
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Questions to ask Anitha
Tailored to Anitha’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anitha
How do I contact Anitha?
Call Financial Architects at (770) 517-8160 and ask for Anitha Rao. Anitha works from the Woodstock, GA office.
How long has Anitha been a financial advisor?
Anitha has been in the industry since 2010, about 16 years. More experience than 54% of advisors in Woodstock.
What licenses does Anitha hold?
No exams are listed on the official record.
Is Anitha a fiduciary?
Anitha is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Anitha paid?
Financial Architects reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anitha for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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