Danqin Fang

WEALTH BEYOND MATH

AUSTIN, TX 78731

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CRD#: 6663145

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 .

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Divorce Planning

Life Transitions

Business Succession Planning

Education Planning

Employee and Employer Plan Ben...

Tax Planning

Insurance Planning

Investment Planning

Retirement Income Management

Inheritance

Estate Planning

Retirement Planning

Social Security Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Fang

Other business activities

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.

Kinder Institute of Life Planning; Not investment-related; 690 Great Road, Littleton, MA 01460; Professional development organization; Assistant Trainer; 10/2025; 40 hours/month devoted; 10/month during securities trading hours; Provide training to financial advisors to incorporate financial planning into client work and review and grade case studies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danqin Fang's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

October 22, 2024 - Present

WEALTH BEYOND MATH

Office #1: 5900 Balcones Drive, #21803, Austin, TX 78731

RIA

CRD#: 331995

AUSTIN, TX

Past

September 17, 2021 - April 26, 2024

AUSTIN ASSET

RIA

CRD#: 105441

AUSTIN, TX

Past

August 15, 2016 - August 6, 2021

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

RIA

CRD#: 109698

CORAL GABLES, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(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

Current Firm

WEALTH BEYOND MATH

WEALTH BEYOND MATH | WEALTH BEYOND MATH LLC

CRD#: 331995 / SEC#:

Texas

Registered Investment Advisory firm - (10/22/2024 Approved)

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Contact information

Main Address

5900 Balcones Drive #21803, Austin, TX 78731

Mailing Address

Phone number

(512) 316-7298

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 100,553

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Danqin Fang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danqin Fang's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH BEYOND MATH

AUSTIN ASSET

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

WEALTH BEYOND MATH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH BEYOND MATH

TRUST BUT VERIFY

Contact information

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