Chen-Han Wang is a registered investment advisor at Fisher\smb, based in Plano, TX, with 14 years of industry experience. Chen-Han operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6404 International Parkway, Suite 1100, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chen-Han manages rental property through WTY LLC since 2020, dedicating minimal time. He also manages operations for Tanased LLC, a clothing retail business, and is a member of Pill Parcel LLC, a pharmacy, both requiring minimal time.
Employment History
Current Registrations
Fisher\smb
Previous Registrations
Fisher Investments
Adp Broker-Dealer, INC.Broker
Highland Capital Funds Distributor, INC.Broker
Nexbank Securities INCBroker
Highland Capital Funds Distributor, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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