# Bily Xiao

> Bily Xiao is a fee-only financial advisor at Mobius Planning in Richmond, British Columbia, Canada, who holds the CFP and CKA credentials. Bily focuses on retirement planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/bily-xiao/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Mobius Planning
- **Based in:** Richmond, British Columbia, Canada
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, CKA
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **Works with:** Pre-retirees, Retirees
- **Website:** https://mobiusplanning.com

## Frequently asked questions

### Is Bily Xiao a fee-only financial advisor?

Yes. Bily Xiao is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### Where is Bily Xiao based?

Bily Xiao is based in Richmond, British Columbia, Canada.

### What does Bily specialize in?

Bily's specialties include retirement planning, tax planning and small business owners. Bily works with pre-retirees and retirees.

### What credentials does Bily Xiao hold?

Bily Xiao holds the CFP and CKA credentials.

### How do I contact Bily Xiao?

Through Bily's website, mobiusplanning.com.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://mobiusplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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