Sanjay Pamurthy, CFP®
Independent, fee-only, fiduciary financial planning.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Independent, fee-only, fiduciary financial planning.
Areas of Focus
- Estate Planning
- Financial Planning
- High Net Worth
- Investment Management
- Real Estate Investing
- Retirement Income Planning
- Retiring Early (F.I.R.E)
- Tax-Efficient Planning
About Sanjay Pamurthy, CFP®
Hi, I'm Sanjay Pamurthy. I'm Founder and Financial Advisor at Artham Advisors, an independent, fee-only advisory practice based in Dallas, TX.I founded Artham after two decades as a Finance executive at PepsiCo and The Freeman Company, helping these large firms build world-class finance teams and processes. This background in corporate America shaped my belief that we now live in both the best nation and the best time for wealth creation.
I earned an MBA from Southern Methodist University's Cox School of Business, and live in Dallas with my wife, Chrisette (a physician and entrepreneur), and our two children, Ketan and Anjali.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- XY Planning Network
Primary Location
8989 Harry Hines Blvd, Dallas, TX 75235
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Artham Advisors
Artham Advisors is an independent, fee-only financial planning and investment management firm based in Dallas, TX, serving clients locally and across the United States.Artham Advisors was founded on a simple premise: families deserve financial advice that is completely free of conflicts of interest. We charge a flat fee, sell no investment products, earn no commissions, and are legally required to act in your interest at all times.
Who We Serve
We work primarily with physicians, corporate executives, entrepreneurs and retirees in Dallas, TX and across the country — busy people who have little time to plan their finances because they're focused on their careers, their families, and the things they enjoy.
Our Services
Our comprehensive financial plans cover investment advice, estate planning, tax planning, retirement planning, goal planning, insurance planning, budgeting and cash flow, student and other debts, employee benefits, and mortgage analysis. As your sworn fiduciaries, we also provide ongoing investment management and are legally bound to ensure that your investments remain consistent with YOUR plan, YOUR risk tolerance and YOUR values.
Transparent Pricing
We are fee-only advisors — the gold standard for transparency and fiduciary service. For clients with more than $2M, we set a flat annual fee, based on complexity, covering both comprehensive financial planning and investment management. For clients earlier in their careers or with smaller investment assets, we charge a percentage of assets under management, and for those who prefer to manage their own assets, we offer standalone financial planning for a project-based or ongoing quarterly fee.
Education
SMU Cox School of Business, Master of Business Administration, Marketing and Finance | University of Cincinnati, MS, Industrial Engineering | RV College Of Engineering, BEngg, Mechanical Engineering
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Physicians
- Pre-Retirees
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
I have nothing but great things to say about Artham Advisors. Devin is helpful, patient, dedicated, collaborative, and exceptionally knowledgeable. As someone who simply doesn't have the time to track every market variable, it pays dividends to know Devin has it covered. As advertised, it feels like having a personal CFO.
5 Stars
Sanjay’s expertise and professionalism gave us tremendous confidence in our financial plan. He takes the time to understand your goals and provides thoughtful, unbiased advice that’s truly in your best interest. I highly recommend Artham Advisors to anyone looking for a knowledgeable and trustworthy financial advisor.
5 Stars
Sanjay has been an invaluable partner in managing my financial planning. His deep expertise, personalized approach, and commitment to my long-term goals have made a significant difference. I highly recommend Artham Advisors!
5 Stars
Sanjay is an excellent advisor. He showed us how my husband could retire from corporate America and start his own business while still having enough money for retirement. He meets with us regularly to make updates to our investments and stays on top of our life changes.
5 Stars
Sanjay was great to work with. He completed a full comprehensive review of all our finances and future plans. With this information he developed a full investment strategy, discussed tangible tax efficient tax strategies and broke down approaches to achieving our long term goals. He's very smart and also enjoyable to work with taking the right amount of time to thoroughly explain all his recommendations. Thanks Sanjay!
5 Stars
Sanjay is a true professional, extremely knowledgeable, personable and courteous
5 Stars
When we came to Sanjay, we were a little disillusioned with the financial consultants we had in the past. Some had knowledge, but could rarely give us the personalized attention we wanted. Others never even made contact except when we needed to sell stock.So after our first meeting with Sanjay, at the recommendation of our son who had worked with him in the past and spoken highly of him, we were really satisfied and truly surprised. His as-a -matter -of- fact attitude, made us ( me actually) have the guts to ask what I thought were foolish questions. But we soon felt that any topic was welcome on the list of issues of concern.To this day we look forward to our periodic meetings to review our portfolio’s results, and even venture into other topics of a non- financial nature. And he even has an interesting reading list!
5 Stars
It has been amazing working with Sanjay to accomplish our financial goals! We needed more guidance and explanation than our last advisor offered. Not only has he set us up with investments that are performing beautifully but he also advises us on business decisions and short and long term financial goals. He reaches out for quarterly meetings and I actually enjoy them! I literally sleep better knowing that an expert that cares about my family's financial future is looking out for us.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
FAQs
FAQ Disclosures
Still have questions? Contact us today and we’ll be happy to help.
