# Jiayi Xu

> Jiayi Xu is a fee-only financial advisor at Global Wealth Harbor, LLC. in Danville, California, who holds the CFP and MBA credentials. Jiayi charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $1,200 a year and one-time plans from $500).

Page: https://find.wellspent.co/advisors/jiayi-xu/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Global Wealth Harbor, LLC.
- **Based in:** Danville, California
- **Fee model:** Percentage of assets; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; one-time plans from $500; 0.75%–1.25% a year of assets managed
- **Languages:** Chinese
- **Assets under management (firm):** $5.2M across 29 accounts
- **Credentials:** CFP, MBA
- **Works with:** Tech employees, Founders
- **CRD:** 6248687 (https://adviserinfo.sec.gov/individual/summary/6248687)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2015), Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://globalwealthharbor.com

## Frequently asked questions

### Is Jiayi Xu a fee-only financial advisor?

Yes. Jiayi Xu is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jiayi's firm.

### How does Jiayi charge for financial advice?

Jiayi charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

### How much does Jiayi charge?

According to Global Wealth Harbor, LLC.'s website, checked October 28, 2026: ongoing planning from $1,200 a year; one-time plans from $500; 0.75%–1.25% a year of assets managed.

### What languages does Jiayi work in?

Besides English, Global Wealth Harbor, LLC. offers service in Chinese, according to its website.

### Where is Jiayi Xu based?

Jiayi Xu is based in Danville, California.

### What credentials does Jiayi Xu hold?

Jiayi Xu holds the CFP and MBA credentials.

### Is Jiayi Xu registered with the SEC?

Yes. Jiayi Xu is registered as an investment adviser representative in CA (CRD 6248687), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Global Wealth Harbor, LLC. manage?

Global Wealth Harbor, LLC. reports $5.2M across 29 accounts in assets under management.

### How do I contact Jiayi Xu?

Through Jiayi's website, globalwealthharbor.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49848): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.globalwealthharbor.com/): specialties, clients served, and fees, checked October 28, 2026

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