Phuong Luong is a CFP-designated registered investment advisor at Just Wealth LLC, based in Pittsfield, MA, with 8 years of industry experience. Phuong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 38 clients with $28M 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 | 1.20% |
Minimum annual fee of $7,000 for individuals and $10,000 for couples. Fees are negotiable.
Fee Estimator
Location
82 Wendell Ave., Suite 100, Pittsfield, MA, 01201
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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
Phuong is involved with Boston University's Financial Planning Program, dedicating a full-time commitment to curriculum development. Phuong also works as a contributing writer for Morningstar for minimal time and advises on social justice issues for Adasina Social Capital a few times per year.
Employment History
Current Registrations
Just Wealth LLC
Previous Registrations
Saltbox Financial LLC
Adasina Social Capital
Just Wealth
State Registrations2 states
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