Helen Perez
Wang Financial · Santa Barbara, California
Helen Perez is a fee-only financial advisor at Wang Financial in Santa Barbara, California, who holds the CFP credential. Wang Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wang Financial |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70.2M across 130 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6931832 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wangfinancial.com |
| Profile |
How Helen's firm compares
- Wang Financial's average account is about $540,000, from its Form ADV (assets managed divided by 130 accounts).
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Questions about Helen
Is Helen Perez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Helen holds no broker registration, and Wang Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Helen charge for financial advice?
Helen's firm, Wang Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Helen Perez based?
Helen Perez is based in Santa Barbara, California.
What credentials does Helen Perez hold?
Helen Perez holds the CFP credential.
Is Helen Perez registered with the SEC?
Yes. Helen Perez is registered as an investment adviser representative in CA (CRD 6931832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wang Financial manage?
Wang Financial reports $70.2M across 130 accounts in assets under management.
How do I contact Helen Perez?
Through Helen's website, www.wangfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Barbara
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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