# Isabella Tam

> Isabella Tam is a fee-only financial advisor at Beyond Wealth Advisory in South San Francisco, California. Isabella focuses on tax planning, retirement planning and estate & legacy planning. Beyond Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Beyond Wealth Advisory
- **Based in:** South San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Languages:** Cantonese, Mandarin, Taishanese
- **Assets under management (firm):** $74.8M across 204 accounts
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning
- **CRD:** 7676950 (https://adviserinfo.sec.gov/individual/summary/7676950)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.beyondwealthadvisory.com

## Frequently asked questions

### Is Isabella Tam a fee-only financial advisor?

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

### How does Isabella charge for financial advice?

Isabella's firm, Beyond Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### What languages does Isabella work in?

Besides English, Beyond Wealth Advisory offers service in Cantonese, Mandarin and Taishanese, according to its website.

### Where is Isabella Tam based?

Isabella Tam is based in South San Francisco, California.

### What does Isabella specialize in?

Isabella's specialties include tax planning, retirement planning and estate & legacy planning.

### Is Isabella Tam registered with the SEC?

Yes. Isabella Tam is registered as an investment adviser representative in CA (CRD 7676950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beyond Wealth Advisory manage?

Beyond Wealth Advisory reports $74.8M across 204 accounts in assets under management.

### How do I contact Isabella Tam?

Through Isabella's website, www.beyondwealthadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7676950): 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://www.beyondwealthadvisory.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.