Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
8yrs
Sonali Kumar
Financial advisor at Vanguard Advisers
Based in Scottsdale, Arizona, Sonali Kumar is a fiduciary financial advisor with 8 years of industry experience. Sonali joined Vanguard Advisers in 2020, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office14321 N Northsight Blvd, Scottsdale, AZ 85260
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowVanguard Advisers, Inc.Current firm
Contact Sonali
(610) 669-1000Firm headquarters in Malvern, PA. Ask for Sonali. 14321 N Northsight BlvdScottsdale, AZ 85260Office · Get directions Firm websiteinvestor.vanguard.com/advice
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sonali
Tailored to Sonali’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sonali
How do I contact Sonali?
Call Vanguard Advisers at (610) 669-1000 and ask for Sonali Kumar. Sonali works from the Scottsdale, AZ office.
How long has Sonali been a financial advisor?
Sonali has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Sonali hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sonali a fiduciary?
Sonali is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sonali paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sonali 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.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Scottsdale
Morgan Stanley
47yrs
Top 1% by experience in Scottsdale
Wells Fargo Advisors
47yrs
Top 1% by experience in Scottsdale
UBS Financial Services
47yrs
Top 1% by experience in Scottsdale
Asset Wealth Advisors
47yrs
Top 1% by experience in Scottsdale