Danqin Fang
CFP®Professional Summary
Danqin Fang, CFP®, who also goes by Fang, is a registered financial advisor currently at WEALTH BEYOND MATH located in Austin, Texas. Danqin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Danqin has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Divorce Planning
- Life Transitions
- Business Succession Planning
- Education Planning
- Employee and Employer Plan Benefits
- Tax Planning
- Insurance Planning
- Investment Planning
- Retirement Income Management
- Inheritance
- Estate Planning
- Retirement Planning
- Social Security Planning
Other Aliases
Fang
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTH BEYOND MATH | WEALTH BEYOND MATH LLC
Contact Information
Main Address
5900 Balcones Drive #21803, Austin, TX 78731Phone Number
(512) 316-7298# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
43AUM (Assets Under Management)
$5,016,387Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(10/22/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Danqin Fang's CRS (Customer Relationship Summary).
Services Offered by Danqin
- Comprehensive Financial Planning
- Divorce Planning
- Life Transitions
- Business Succession Planning
- Education Planning
- Employee and Employer Plan Benefits
- Tax Planning
- Insurance Planning
- Investment Planning
- Retirement Income Management
- Inheritance
- Estate Planning
- Retirement Planning
- Social Security Planning
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