Emily Liao
Plum Street Advisors · Newton, Massachusetts
Emily Liao is a fee-only financial advisor at Plum Street Advisors in Newton, Massachusetts. Plum Street Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Plum Street Advisors |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $462.8M across 616 accounts |
| SEC registration | Investment adviser representative in CA, FL, MA, NY · CRD 6812492 |
| Exams passed | Series 63 (2018) · Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.plumstreetadvisors.com |
How Emily's firm compares
- Plum Street Advisors's average account is about $751,000, from its Form ADV (assets managed divided by 616 accounts).
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Questions about Emily
Is Emily Liao a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Plum Street Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Plum Street Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Emily Liao based?
Emily Liao is based in Newton, Massachusetts.
Is Emily Liao registered with the SEC?
Yes. Emily Liao is registered as an investment adviser representative in CA, FL, MA and NY (CRD 6812492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plum Street Advisors manage?
Plum Street Advisors reports $462.8M across 616 accounts in assets under management.
How do I contact Emily Liao?
Through Emily's website, www.plumstreetadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newton
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
- 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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