FinCop Financial Planning
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About
FinCop Financial Planning provides fee-only financial planning and investment advice to individuals and families, covering areas such as retirement and estate planning, debt management, employee benefits optimization, education planning, and investment education. The firm also offers educational seminars and workshops for groups and organizations.
The firm’s advice focuses on developing target asset allocations that emphasize low-cost, diversified mutual funds and ETFs, implemented with a long-term buy-and-hold orientation and periodic rebalancing; recommendations are presented as financial planning (not tax or legal) guidance. FinCop relies on client-provided information to tailor plans and does not take custody of client assets or provide ongoing discretionary portfolio management.
Notable distinctions include operating strictly on a fee-only basis without accepting third‑party commissions or percentage‑of‑assets fees, and reporting no assets under management or wrapped investment programs. The firm also makes non‑compensated referrals to third‑party investment advisers when appropriate and uses project, hourly, or retainer arrangements for engagements, with seminars as an additional service line.
Client services
Expertise
Occupation focus
Fee options
Project fees up to $2,000; Seminar/workshop fees up to $200 per person or flat rate up to $2,000
$100 per hour
Fee-only: Project fees up to $2,000; Hourly fees $100 per hour; Annual retainer fees up to $2,000 per year
Main office
4513 Pietro Place
Dublin CA 94568
Advisors at this office
1
Most active in
California
Also doing business as
Fincop Financial Planning · Wong, Andrew
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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