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Advisor

Chi Tang

Basalt Wealth · Plainsboro, New Jersey

Chi Tang is a fee-only financial advisor at Basalt Wealth in Plainsboro, New Jersey. Basalt Wealth reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Percentage of assetsHourlyPerformance-based fees Fee-only

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Facts

FirmBasalt Wealth
Based in Plainsboro, New Jersey
Fee model (firm's Form ADV)Percentage of assets · Hourly · Performance-based fees
Assets under management$500K across 14 accounts
SEC registration Investment adviser representative in NJ, NY · CRD 7976946
Exams passedSeries 65 (2024)
Firm size2 employees
Disclosures None reported

How Chi's firm compares

  • Basalt Wealth's average account is about $36,000, from its Form ADV (assets managed divided by 14 accounts).

What fee-only advisors charge in New Jersey

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Questions about Chi

Is Chi Tang a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chi holds no broker registration, and Basalt Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Chi charge for financial advice?

Chi's firm, Basalt Wealth, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

Where is Chi Tang based?

Chi Tang is based in Plainsboro, New Jersey.

Is Chi Tang registered with the SEC?

Yes. Chi Tang is registered as an investment adviser representative in NJ and NY (CRD 7976946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Basalt Wealth manage?

Basalt Wealth reports $500K across 14 accounts in assets under management.

How do I contact Chi Tang?

Contact details aren't on file yet. Search for Basalt Wealth.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in New Jersey

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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