# Andy Liang

> Andy Liang is a fee-only financial advisor at Sylo Planning, LLC in Brooklyn, New York, who holds the CFP credential. Sylo Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andy-liang/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Sylo Planning, LLC
- **Based in:** Brooklyn, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $13.8M across 38 accounts
- **Credentials:** CFP
- **CRD:** 6384359 (https://adviserinfo.sec.gov/individual/summary/6384359)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2015), Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Andy Liang a fee-only financial advisor?

Yes. Andy Liang is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andy's firm.

### How does Andy Liang charge for financial advice?

Andy's firm, Sylo Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andy Liang based?

Andy Liang is based in Brooklyn, New York.

### What credentials does Andy Liang hold?

Andy Liang holds the CFP credential.

### Is Andy Liang registered with the SEC?

Yes. Andy Liang is registered as an investment adviser representative in NY (CRD 6384359), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sylo Planning, LLC manage?

Sylo Planning, LLC reports $13.8M across 38 accounts in assets under management.

### How do I contact Andy Liang?

Contact details aren't on file yet. Search for Sylo Planning, LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51091): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.