Jonathan Wang is a CFP-designated registered investment advisor at Wang Financial, LLC, based in Santa Barbara, CA, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wang Financial charges fees based on a percentage of the investments they manage, ranging from 0.25% to 1.50% per year. The specific rate is negotiated individually depending on the scope of the engagement. Fees are charged quarterly in arrears.
Location
1114 State Street, Suite 300, Santa Barbara, CA, 93101
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Regulatory History
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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Jonathan is involved with Fraud Hotline, LLC, providing online report services related to shareholder interests. He has no operational duties with this business.
Employment History
Current Registrations
Wang Financial, LLC
Previous Registrations
Bergquist Wang, LLC
State Registrations1 state
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