Jiyon Tuman
Wealthspring Financial Advisors · Bethesda, Maryland
Jiyon Tuman is a fee-only financial advisor at Wealthspring Financial Advisors in Bethesda, Maryland, who holds the CFP credential. Wealthspring Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthspring Financial Advisors |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $23.2M across 109 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 4533124 |
| Exams passed | Series 63 (2005) · Series 66 (2005) |
| Firm size | 231946911 employees |
| Disclosures | None reported |
| Website | www.wealthspringfinancialadvisors.com |
How Jiyon's firm compares
- Wealthspring Financial Advisors's average account is about $213,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Jiyon
Is Jiyon Tuman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jiyon holds no broker registration, and Wealthspring Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jiyon charge for financial advice?
Jiyon's firm, Wealthspring Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jiyon Tuman based?
Jiyon Tuman is based in Bethesda, Maryland.
What credentials does Jiyon Tuman hold?
Jiyon Tuman holds the CFP credential.
Is Jiyon Tuman registered with the SEC?
Yes. Jiyon Tuman is registered as an investment adviser representative in MD (CRD 4533124), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthspring Financial Advisors manage?
Wealthspring Financial Advisors reports $23.2M across 109 accounts in assets under management.
How do I contact Jiyon Tuman?
Through Jiyon's website, www.wealthspringfinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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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