Dinghao Jiang
Downtown Wealth Studios · Wellesley, Massachusetts
Dinghao Jiang is a fee-only financial advisor at Downtown Wealth Studios in Wellesley, Massachusetts, who holds the CFA credential. Dinghao focuses on founders (pre-exit), equity compensation and family wealth transfer. Downtown Wealth Studios reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Dinghao →
Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
- Retirees
- Early-career professionals
- High earners
Facts
| Firm | Downtown Wealth Studios |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $563.5M across 135 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, FL, MA, NY · CRD 6716722 |
| Exams passed | Series 66 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | dtwn.co |
| Profile |
Request an introduction to Dinghao
Tell Dinghao a little about what you're looking for. Dinghao isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dinghao
Is Dinghao Jiang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dinghao holds no broker registration, and Downtown Wealth Studios reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dinghao charge for financial advice?
Dinghao's firm, Downtown Wealth Studios, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dinghao Jiang based?
Dinghao Jiang is based in Wellesley, Massachusetts.
What does Dinghao specialize in?
Dinghao's specialties include founders (pre-exit), equity compensation, family wealth transfer, tax planning, retirement planning and estate & legacy planning. Dinghao works with founders, executives, ultra high net worth, multi-generational families and retirees.
What credentials does Dinghao Jiang hold?
Dinghao Jiang holds the CFA credential.
Is Dinghao Jiang registered with the SEC?
Yes. Dinghao Jiang is registered as an investment adviser representative in CA, FL, MA and NY (CRD 6716722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Downtown Wealth Studios manage?
Downtown Wealth Studios reports $563.5M across 135 accounts in assets under management.
How do I contact Dinghao Jiang?
Through Dinghao's website, dtwn.co.
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
- Downtown Wealth Studios 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.
See something wrong? Request a correction. Read our methodology.