James Wang is a registered investment advisor at Bixy Wealth LLC, based in San Mateo, CA, with 1 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Bixy Wealth requires clients to complete a comprehensive financial plan before engaging in ongoing financial planning. Ongoing financial planning fees range from $2,000 to $5,000 per quarter, paid in advance. This fee covers a review and update of the client's financial plan, college planning, life insurance assessment, spending and borrowing optimization, end-of-year tax planning, and health insurance open enrollment analysis.
Bixy Wealth offers a comprehensive financial plan for a fixed fee ranging from $1,000 to $10,000, paid in advance. Bixy Wealth also offers project-based financial planning at an hourly rate of $250 per hour, due upon signing the advisory contract.
Location
San Mateo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the Sr Director of Revenue Strategy at BILL Holdings since March 2024, a technology company offering financial operations software. This takes nearly full-time hours and may create a potential conflict of interest, though mitigated by James not executing trades for clients.
Employment History
Current Registrations
Bixy Wealth LLC
State Registrations1 state
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