A complete list of active advisors currently associated with WW Consulting

Warmer can help you find a great advisor at WW Consulting or one who fits your needs even better.

WW Consulting provides non‑discretionary investment advice and related financial planning services to a range of clients, including individuals (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, and charitable organizations. Its brochure describes services such as portfolio recommendations (primarily fund‑based allocations), tax planning and preparation, education planning for 529 accounts, and risk‑management/insurance guidance. The firm’s investment process emphasizes fundamental analysis of macroeconomic and sector factors to inform asset allocation and selection of mutual funds, ETFs, and fixed‑income instruments, with advice delivered on a non‑discretionary basis. It integrates tax analysis and insurance considerations into recommendations, using tax‑return work and insurance licensing to shape after‑tax and risk‑management decisions. Noteworthy features for a firm in this category include the principal’s combination of academic research activities with professional credentials (CFA and Enrolled Agent) and insurance licenses, which the firm says it uses to provide integrated advice across investments, taxes, and insurance. The brochure also discloses client types that are uncommon among peers (charitable organizations and pension/profit‑sharing plans, alongside both non‑HNW and HNW individuals) and notes the use of hourly billing for tax and insurance services in addition to asset‑based investment fees; the firm discloses it does not take custody or discretionary control of client assets.

To learn more about the advisors currently working at WW Consulting, 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
Weishen Wang	North Charleston, SC	2

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support