Congzhu Yang
HHL Wealth Advisors · Flushing, New York
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.
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Specialties
Who they serve
- Founders
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 | $459K across 26 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 7792695 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | hhlwealthadvisors.com |
How Congzhu's firm compares
- Ongoing planning starts at $960 a year, below the New York median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the New York median of $2,500 for fee-only firms that publish prices.
- HHL Wealth Advisors's average account is about $18,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Congzhu
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- HHL Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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