Wang Financial, LLC

**Wang Financial, LLC Summary:** Established in April 1, 2013, Wang Financial, LLC, based in Santa Barbara, CA, is an investment adviser registered with the State of California. The firm specializes in providing comprehensive financial planning advisory services, including investment supervisory services and tailored advice on financial planning needs. They do not participate in wrap fee programs. Investment strategies are based on research and analysis of investment price, risk, industry cycle, and market/economic conditions. The firm's principal owner, Jonathan K. Wang, JD, CFP®, ensures that clients have discretion over their investments and can choose to follow or ignore recommendations. Clients receive assistance with financial and estate planning objectives, tax issues, and income tax returns. The firm charges hourly fees ranging from $75.00 to $400.00, with non-hourly fees based on assets under management ranging from 0.25% to 1.50% per annum. Wang Financial, LLC does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have the option to use automatic management fee billing through Charles Schwab & Co. Wang Financial, LLC does not vote on client securities and does not have custody of client assets. Jonathan K. Wang, JD, CFP®, and Helen N. Perez, CFP®, are the key personnel at the firm, both holding the Certified Financial Planner™ designation. For more detailed information, please refer to the firm's Form ADV Part 2A and the Brochure Supplement.