Jiayi Xu
Global Wealth Harbor, LLC. · Danville, California
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).
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Who they serve
- Tech employees
- Founders
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 | $5.2M across 29 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 6248687 |
| Exams passed | Series 66 (2015) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | globalwealthharbor.com |
| Profile |
How Jiayi's firm compares
- Ongoing planning starts at $1,200 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the California median of $2,500 for fee-only firms that publish prices.
- Global Wealth Harbor, LLC.'s average account is about $178,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Jiayi
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Global Wealth Harbor, LLC. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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