# Isao Shoji

> Isao Shoji is a fee-only financial advisor at asendo wealth in Columbus, Ohio, who holds the CFP credential. Isao focuses on international & expat planning, estate & legacy planning and tax planning. asendo wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** asendo wealth
- **Based in:** Columbus, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $866.5M across 3,609 accounts
- **Credentials:** CFP
- **Specialties:** International & expat planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 5133809 (https://adviserinfo.sec.gov/individual/summary/5133809)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.tsgadvice.com

## Frequently asked questions

### Is Isao Shoji a fee-only financial advisor?

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

### How does Isao charge for financial advice?

Isao's firm, asendo wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Isao Shoji based?

Isao Shoji is based in Columbus, Ohio.

### What does Isao specialize in?

Isao's specialties include international & expat planning, estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Isao Shoji hold?

Isao Shoji holds the CFP credential.

### Is Isao Shoji registered with the SEC?

Yes. Isao Shoji is registered as an investment adviser representative in OH and TX (CRD 5133809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does asendo wealth manage?

asendo wealth reports $866.5M across 3,609 accounts in assets under management.

### How do I contact Isao Shoji?

Through Isao's website, www.tsgadvice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5133809): 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.asendowealth.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.