SP

Soumyalakshmi Parasuraman

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$270.9M

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
Financial Plan Fee:$2,500
Hourly Rate:$95 - $350/hr

Holistic Wealth Management and Investment Management fees are based on a percentage of your assets. For Holistic Wealth Management, minimum annual fees apply based on age, ranging from $3,000 to $10,000. International clients have a different fee schedule. Pathfinder program has an initial fee of $2,500. Hourly fees for financial planning projects range from $95 to $350. Estate administration fees range from $2,500 to $5,000. Griffin Black may assess an annual advisory fee of 0.60% on investible assets not actively managed by the firm.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

265 Winston Dr, Ste A, San Francisco, CA, 94132

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Griffin Black, LLC
September 2025 - Present · 4 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2024 - August 2025 · 1 yr 4 mos
J.P. Morgan Securities LLC Broker
April 2024 - August 2025 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2023 - April 2024 · 1 yr 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Soumyalakshmi Parasuraman - Financial Advisor | AdvisorDiscover