Andy Liang is a CFP-designated registered investment advisor at Sylo Planning, based in Brooklyn, NY, with 10 years of industry experience. Andy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 8 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.88% |
Fee Estimator
Contact
Andy Liang
Location
Brooklyn, NY
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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.
Learn about disclosures →Other Business Activities
Andy is involved in three real estate-related activities: two rental properties in Indianapolis and a member of 515 LLC providing capital for rental real estate opportunities. These activities each take about 10-20% of Andy's time.
Employment History
Current Registrations
Sylo Planning
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
J.H. Darbie & CO., INC.Broker
State Registrations1 state
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