Mao Wang
Mao Wang is a registered investment advisor at Sequent Planning, LLC, based in Omaha, NE, with 4 years of industry experience. Mao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
8420 West Dodge Road, Suite 110, Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
Financial
July 2016Other Business ActivitiesSells Insurance
Mao co-owns PDC Group, a firearm parts wholesale/distribution business, dedicating minimal time. Mao also owns HSP Advisors and Wang Dynasty International Inc DBA HSP Insurance Agency, spending about a quarter of their time on HSP Advisors and minimal time on the insurance agency.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Sierra Wealth Group, LLC
Gradient Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.