Anthony Wan
Wealthboost Advisors · San Francisco, California
Anthony Wan is a fee-only financial advisor at Wealthboost Advisors in San Francisco, California, who holds the CFA credential. Wealthboost Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthboost Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $77.2M across 196 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5813428 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wealthboostadvisors.com |
| Profile |
How Anthony's firm compares
- Wealthboost Advisors's average account is about $394,000, from its Form ADV (assets managed divided by 196 accounts).
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Questions about Anthony
Is Anthony Wan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Wealthboost Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Wealthboost Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anthony Wan based?
Anthony Wan is based in San Francisco, California.
What credentials does Anthony Wan hold?
Anthony Wan holds the CFA credential.
Is Anthony Wan registered with the SEC?
Yes. Anthony Wan is registered as an investment adviser representative in CA (CRD 5813428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthboost Advisors manage?
Wealthboost Advisors reports $77.2M across 196 accounts in assets under management.
How do I contact Anthony Wan?
Through Anthony's website, www.wealthboostadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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
- 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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