Andrew Wong is a registered investment advisor at Fincop Financial Planning, based in Dublin, CA, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 10 clients.
Compensation
Firm Size
IM Fee
Fee Structure
FinCop Financial Planning charges retainer fees for ongoing financial planning services. These fees are billed quarterly and will not exceed $2,000 per year. The specific services covered and the complexity of your financial situation determine the fee.
FinCop Financial Planning charges project fees for specific financial planning tasks. These fees depend on the complexity of your situation and the time required, but will not exceed $2,000. Hourly fees are also available at $100 per hour.
Location
4513 Pietro Place, Dublin, CA, 94568
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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.
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Andrew is a police officer for the City of Mountain View since 2007, dedicating full-time hours to this role, with about a quarter of his time occurring during securities trading hours. His duties involve providing law enforcement services.
Employment History
Current Registrations
Fincop Financial Planning
State Registrations1 state
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.