Jon Hsu
TrueVector Wealth Advisors · Parker, Colorado
Jon Hsu is a fee-only financial advisor at TrueVector Wealth Advisors in Parker, Colorado, who holds the CFP, CIMA and EA credentials. Jon charges a flat fee or retainer and a one-time planning fee and focuses on tax planning, retirement with concentrated positions and small business owners.
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Specialties
Who they serve
- Retirees
Facts
| Firm | TrueVector Wealth Advisors |
|---|---|
| Based in | Parker, Colorado |
| Fee model | Flat fee or retainer · One-time planning fee |
| Credentials | CFP · CIMA · EA |
| SEC registration | Investment adviser representative in CO · CRD 6937190 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | truevectorwealthadvisors.com |
| Profile |
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Questions about Jon
Is Jon Hsu a fee-only financial advisor?
Yes. Jon Hsu is listed in 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 Jon's firm.
How does Jon charge for financial advice?
Jon charges a flat fee or retainer and a one-time planning fee.
Where is Jon Hsu based?
Jon Hsu is based in Parker, Colorado.
What does Jon specialize in?
Jon's specialties include tax planning, retirement with concentrated positions, small business owners and retirement planning. Jon works with retirees.
What credentials does Jon Hsu hold?
Jon Hsu holds the CFP, CIMA and EA credentials.
Is Jon Hsu registered with the SEC?
Yes. Jon Hsu is registered as an investment adviser representative in CO (CRD 6937190), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Jon Hsu?
Through Jon's website, truevectorwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- TrueVector Wealth Advisors 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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