# Jefferson Wang

> Jefferson Wang is a fee-only financial advisor at Gordon Oak Financial in Plano, Texas, who holds the CFP credential. Gordon Oak Financial reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jefferson-wang/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Gordon Oak Financial
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Credentials:** CFP
- **CRD:** 7144199 (https://adviserinfo.sec.gov/individual/summary/7144199)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.gordonoakfinancial.com

## Frequently asked questions

### Is Jefferson Wang a fee-only financial advisor?

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

### How does Jefferson charge for financial advice?

Jefferson's firm, Gordon Oak Financial, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Jefferson Wang based?

Jefferson Wang is based in Plano, Texas.

### What credentials does Jefferson Wang hold?

Jefferson Wang holds the CFP credential.

### Is Jefferson Wang registered with the SEC?

Yes. Jefferson Wang is registered as an investment adviser representative in NY and TX (CRD 7144199), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Jefferson Wang?

Through Jefferson's website, www.gordonoakfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7144199): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.