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Advisor

Jeff Fang

Aqua Capital Advisors · Los Angeles, California

Jeff Fang is a fee-only financial advisor at Aqua Capital Advisors in Los Angeles, California, who holds the CFP credential. Aqua Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmAqua Capital Advisors
Based in Los Angeles, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$143.8M across 167 accounts
CredentialsCFP
SEC registration Investment adviser representative in CA · CRD 4546975
Exams passedSeries 66 (2002)
Firm size4 employees
Disclosures None reported
Websitewww.aquaca.com

How Jeff's firm compares

  • Aqua Capital Advisors's average account is about $861,000, from its Form ADV (assets managed divided by 167 accounts).

What fee-only advisors charge in California

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Questions about Jeff

Is Jeff Fang a fee-only financial advisor?

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

How does Jeff charge for financial advice?

Jeff's firm, Aqua Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Jeff Fang based?

Jeff Fang is based in Los Angeles, California.

What credentials does Jeff Fang hold?

Jeff Fang holds the CFP credential.

Is Jeff Fang registered with the SEC?

Yes. Jeff Fang is registered as an investment adviser representative in CA (CRD 4546975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Aqua Capital Advisors manage?

Aqua Capital Advisors reports $143.8M across 167 accounts in assets under management.

How do I contact Jeff Fang?

Through Jeff's website, www.aquaca.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
  • 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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