Jefferson Wang
Gordon Oak Financial · Plano, Texas
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.
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Facts
| Firm | Gordon Oak Financial |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 7144199 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gordonoakfinancial.com |
| Profile |
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Questions about Jefferson
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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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