Oxbow Advisors
47yrs
Top advisor by experience in Austin
7yrs
Amirthraj Ramakrishnan
Financial advisor at Valuetree Financial
Based in Austin, Texas, Amirthraj Ramakrishnan is a fiduciary financial advisor with 7 years of industry experience. Amirthraj has been with Valuetree Financial since 2019. Valuetree Financial offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeAustin, TX
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$471,082
States licensed ?1 state
Services through Valuetree Financial
Financial planningInvestment management for individuals and small businessesChoosing 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowValuetree Financial LLCCurrent firm
Contact Amirthraj
(512) 423-4567Valuetree Financial main office Austin, TXOffice · Get directions Firm websitewww.valuetreefinancial.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Amirthraj
Tailored to Amirthraj’s registration and firm.
- 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 Amirthraj
How do I contact Amirthraj?
Call Valuetree Financial at (512) 423-4567 and ask for Amirthraj Ramakrishnan. Amirthraj works from the Austin, TX office.
How long has Amirthraj been a financial advisor?
Amirthraj has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Amirthraj hold?
Series 65. Tap any license on this page to see what it allows.
Is Amirthraj a fiduciary?
Amirthraj is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amirthraj paid?
Valuetree Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Amirthraj 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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