# Congzhu Yang

> Congzhu Yang is a fee-only financial advisor at HHL Wealth Advisors in Flushing, New York. Congzhu charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee (ongoing planning from $960 a year and one-time plans from $1,000) and focuses on small business owners, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/congzhu-yang/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** HHL Wealth Advisors
- **Based in:** Flushing, New York
- **Fee model:** Flat fee or retainer; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $960 a year; one-time plans from $1,000
- **Assets under management (firm):** $459K across 26 accounts
- **Specialties:** Small business owners, Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Founders
- **CRD:** 7792695 (https://adviserinfo.sec.gov/individual/summary/7792695)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://hhlwealthadvisors.com/

## Frequently asked questions

### Is Congzhu Yang a fee-only financial advisor?

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

### How does Congzhu charge for financial advice?

Congzhu charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

### How much does Congzhu charge?

According to HHL Wealth Advisors's website, checked October 30, 2026: ongoing planning from $960 a year; one-time plans from $1,000.

### Where is Congzhu Yang based?

Congzhu Yang is based in Flushing, New York.

### What does Congzhu specialize in?

Congzhu's specialties include small business owners, retirement planning, estate & legacy planning and tax planning. Congzhu works with founders.

### Is Congzhu Yang registered with the SEC?

Yes. Congzhu Yang is registered as an investment adviser representative in NY and TX (CRD 7792695), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does HHL Wealth Advisors manage?

HHL Wealth Advisors reports $459K across 26 accounts in assets under management.

### How do I contact Congzhu Yang?

Through Congzhu's website, hhlwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7792695): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://hhlwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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