David SooHoo
Angel Wealth Advisors · Astoria, New York
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).
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Who they serve
- High earners
- Retirees
- Pre-retirees
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 | $5.4M across 13 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6273605 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.angelwealthadvisors.com |
| Profile |
How David's firm compares
- Ongoing planning starts at $3,600 a year, in line with the New York median of $3,600 for fee-only firms that publish prices.
- Angel Wealth Advisors's average account is about $419,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about David
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.
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
- Angel 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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