TrueAdvisor
TrueAdvisor
AW
AW

Andrew Wong

Fincop Financial Planning
2 Years of Experience
Dublin, CA
View SEC Summary
View SEC Summary

Andrew Wong is a registered investment advisor at Fincop Financial Planning, based in Dublin, CA, with 2 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 1 more. Their firm serves 10 clients.

Fincop Financial Planning
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

FinCop Financial Planning charges an annual retainer fee for ongoing financial planning services, billed quarterly at the end of each quarter.

  • Annual Retainer — up to $2,000 per year, depending on the complexity of your financial situation.

Retainer services include ongoing reviews and guidance tailored to your agreed-upon financial goals.

  • Project-based financial planning — up to $2,000, depending on the scope and complexity of your personal financial situation and the time required
  • Hourly consulting — $100 per hour for specific financial advice and plan implementation
  • Group seminars and workshops (flat rate) — up to $2,000 depending on length and complexity
  • Group seminars and workshops (per person) — up to $200 per person
Annual Retainer:Up to $2,000/year
One-Time Plan:Up to $2,000
Hourly Rate:$100/hr
View Full SEC Brochure

Location

4513 Pietro Place, Dublin, CA, 94568

Get directions

History

Regulatory History
Clean regulatory record

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

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
March 2024 - Present · 2 yrs 7 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Dublin, CA →All financial advisors in California →