Andy Liang
Sylo Planning, LLC · Brooklyn, New York
Andy Liang is a fee-only financial advisor at Sylo Planning, LLC in Brooklyn, New York, who holds the CFP credential.
- $14M
- Firm assets managed
- $364,000
- Firm's average account
- 2015
- First securities exam
How does Andy's firm compare?
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Sylo Planning, LLC's average account is about $364,000, from its Form ADV (assets managed divided by 38 accounts).
Questions about Andy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Sylo Planning, LLC |
|---|---|
| Based in | Brooklyn, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.8M across 38 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6384359 |
| Exams passed | Series 63 (2015) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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