Jack Tsai
Tsai Wealth Management · Pasadena, California
Jack Tsai is a fee-only financial advisor at Tsai Wealth Management in Pasadena, California, who holds the PFS credential. Jack focuses on retirement planning. Tsai Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Tsai Wealth Management |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $6.2M across 24 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CA · CRD 5391691 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tsaiwealthmanagement.com |
How Jack's firm compares
- Tsai Wealth Management's average account is about $259,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Jack
Is Jack Tsai a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Tsai Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack's firm, Tsai Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jack Tsai based?
Jack Tsai is based in Pasadena, California.
What does Jack specialize in?
Jack's specialties include retirement planning. Jack works with retirees and pre-retirees.
What credentials does Jack Tsai hold?
Jack Tsai holds the PFS credential.
Is Jack Tsai registered with the SEC?
Yes. Jack Tsai is registered as an investment adviser representative in CA (CRD 5391691), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tsai Wealth Management manage?
Tsai Wealth Management reports $6.2M across 24 accounts in assets under management.
How do I contact Jack Tsai?
Through Jack's website, www.tsaiwealthmanagement.com.
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
- Tsai Wealth Management 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.
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