Jinfeng Su is a CFP-designated registered investment advisor at Mcintosh Capital Advisors, INC., based in Los Angeles, CA, with 9 years of industry experience. Jinfeng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 78 clients with $57M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Comprehensive financial plan — $2,500 to $14,000 depending on the scope and anticipated hours, covering six or more financial planning areas
- Modular financial plan — $750 to $5,000 covering up to five financial planning areas
- Hourly consulting — $275 per hour for general financial planning, investment advice, or real estate analysis
Location
2566 Overland Ave., Suite 695, Los Angeles, CA, 90064-5602
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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
Jinfeng works as an Enrolled Agent preparing tax returns since January 2020. This activity requires minimal time.
Employment History
Current Registrations
Mcintosh Capital Advisors, INC.
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
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