Alicia Duong
Wealth Engineers · Denver, Colorado
Alicia Duong is a fee-only financial advisor at Wealth Engineers in Denver, Colorado, who holds the CFP credential. Alicia charges a percentage of assets and an ongoing planning fee (ongoing planning from $2,220 a year and 0.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- High earners
Facts
| Firm | Wealth Engineers |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,220 a year · 0.5% a year on the first tier of assets managed · A $750,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $117.6M across 208 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO · CRD 7780026 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wealthengineersllc.com |
| Profile |
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Questions about Alicia
Is Alicia Duong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alicia holds no broker registration, and Wealth Engineers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alicia charge for financial advice?
Alicia charges a percentage of assets and an ongoing planning fee.
How much does Alicia charge?
According to Wealth Engineers's website, checked October 30, 2026: ongoing planning from $2,220 a year; 0.5% a year on the first tier of assets managed; a $750,000 asset minimum.
Does Alicia work with clients virtually?
Yes. Wealth Engineers says on its website that it works with clients remotely.
Where is Alicia Duong based?
Alicia Duong is based in Denver, Colorado.
What does Alicia specialize in?
Alicia's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and founders (pre-exit). Alicia works with retirees, pre-retirees, founders and high earners.
What credentials does Alicia Duong hold?
Alicia Duong holds the CFP credential.
Is Alicia Duong registered with the SEC?
Yes. Alicia Duong is registered as an investment adviser representative in CA and CO (CRD 7780026), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Engineers manage?
Wealth Engineers reports $117.6M across 208 accounts in assets under management.
How do I contact Alicia Duong?
Through Alicia's website, www.wealthengineersllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wealth Engineers website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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