Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
1yr
Sandhya Gopal
Financial advisor at Spenditright
Based in Houston, Texas, Sandhya Gopal is a fiduciary financial advisor with 1 year of industry experience. Sandhya has been with Spenditright since 2025. Spenditright offers financial planning, investment management, and selecting outside investment managers and is paid through hourly fees and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeHouston, TX
FirmSpenditright
How the firm is paid ?Hourly, Flat fee
States licensed ?1 state
Services through Spenditright
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
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
- Nov 2025 – nowSpenditright LLCCurrent firm
Contact Sandhya
(281) 306-3285Spenditright main office Houston, TXOffice · Get directions Firm websitewww.spend-it-right.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sandhya
Tailored to Sandhya’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Sandhya
How do I contact Sandhya?
Call Spenditright at (281) 306-3285 and ask for Sandhya Gopal. Sandhya works from the Houston, TX office.
How long has Sandhya been a financial advisor?
Sandhya has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Sandhya hold?
Series 65. Tap any license on this page to see what it allows.
Is Sandhya a fiduciary?
Sandhya is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sandhya paid?
Spenditright reports being paid by hourly fees, flat or fixed fees. Ask Sandhya 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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