# David SooHoo

> David SooHoo is a fee-only financial advisor at Angel Wealth Advisors in Astoria, New York. David charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $3,600 a year and 1% a year on the first tier of assets managed).

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

## Facts

- **Firm:** Angel Wealth Advisors
- **Based in:** Astoria, New York
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,600 a year; 1% a year on the first tier of assets managed; no asset minimum
- **Assets under management (firm):** $5.4M across 13 accounts
- **Works with:** High earners, Retirees, Pre-retirees
- **CRD:** 6273605 (https://adviserinfo.sec.gov/individual/summary/6273605)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.angelwealthadvisors.com/

## Frequently asked questions

### Is David SooHoo a fee-only financial advisor?

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

### How does David charge for financial advice?

David charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.

### How much does David charge?

According to Angel Wealth Advisors's website, checked October 30, 2026: ongoing planning from $3,600 a year; 1% a year on the first tier of assets managed; no asset minimum.

### Where is David SooHoo based?

David SooHoo is based in Astoria, New York.

### Is David SooHoo registered with the SEC?

Yes. David SooHoo is registered as an investment adviser representative in NY (CRD 6273605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Angel Wealth Advisors manage?

Angel Wealth Advisors reports $5.4M across 13 accounts in assets under management.

### How do I contact David SooHoo?

Through David's website, www.angelwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6273605): 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://angelwealthadvisors.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.