Jefferson Wang is a CFP-designated registered investment advisor at Gordon Oak Financial, LLC, based in Plano, TX, with 6 years of industry experience. Jefferson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 40 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan for individuals: $1,500 - $12,000 annually, based on income and net worth. The firm targets a planning fee of 1%-2% of annual income or 0.5%-1% of net worth.
- Financial planning services to employees of small to mid-size companies:
- 0-50 employees: $15,600 annually
- 51-100 employees: $22,800 annually
- 101-150 employees: $30,000 annually
- 151-200 employees: $37,200 annually
- Over 200 employees: negotiable
- Educational seminars and workshops: Starting at $800 for an hour-long session.
Location
6010 W. Spring Creek Pkwy, Plano, TX, 75024
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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
Jefferson works as an accountant. This activity is not investment-related.
Employment History
Current Registrations
Gordon Oak Financial, LLC
Previous Registrations
Cain, Watters & Associates, 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.