A complete list of active advisors currently associated with Bixy Wealth LLC

Warmer can help you find a great advisor at Bixy Wealth LLC or one who fits your needs even better.

Bixy Wealth LLC provides fee-only financial planning services to individuals and high‑net‑worth individuals through comprehensive, ongoing, and project‑based engagements and delivers written financial plans. The firm may recommend third‑party professionals for implementation or specialized advice and does not accept commissions or other third‑party sales compensation. When making investment recommendations as part of planning, the firm emphasizes Modern Portfolio Theory, strategic asset allocation, and passive investment vehicles to align portfolios with clients’ risk tolerance and long‑term objectives, and it tailors advice to client‑imposed restrictions. Bixy Wealth does not provide discretionary investment management, does not take custody of client assets, and clients implement recommendations through their chosen custodians. Noteworthy aspects include a fee design that relies on fixed and recurring planning fees plus hourly billing for project work rather than a percentage‑of‑assets model common among peers. The brochure also discloses that the firm is newly formed, operates with a single principal who maintains a substantial outside corporate role (approximately 35 hours per week), and follows a defined annual planning cadence with quarterly topics such as plan updates, college/insurance reviews, spending/borrowing assessments, and year‑end tax and open‑enrollment planning.

To learn more about the advisors currently working at Bixy Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Wang	San Mateo, CA	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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