Betty Wang is a CFP-designated registered investment advisor at Bw Financial Planning, based in Greenwood Village, CO, with 9 years of industry experience. Betty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 22 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. The annual advisory fee is paid quarterly in arrears based on the value of the Client’s account(s) as of the last day of the billing period. The advisory fee is a blended tier.
Fee Estimator
Contact
Betty Wang
Location
Greenwood Village, CO
Get directionsHistory
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 →Employment History
Current Registrations
Bw Financial Planning
Previous Registrations
Scb Global Capital Management, LLC
State Registrations2 states
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.
Exams
Additional Information
Betty Wang is a Denver, CO Fee-Only financial planner. BW Financial Planning provides comprehensive financial planning, retirement planning, and investment management to help women retire with confidence and clarity. BW Financial Planning serves clients as a fiduciary and never earns a commission of any kind.