Jonathan Wong
Layari Financial · Fullerton, California
Jonathan Wong is a fee-only financial advisor at Layari Financial in Fullerton, California, who holds the CFP, APMA and CRPC credentials. Layari Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Executives
- Physicians
Facts
| Firm | Layari Financial |
|---|---|
| Based in | Fullerton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $9.1M across 143 accounts |
| Credentials | CFP · APMA · CRPC |
| SEC registration | Investment adviser representative in CA · CRD 5687563 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | layari.co |
| Profile |
How Jonathan's firm compares
- Layari Financial's average account is about $64,000, from its Form ADV (assets managed divided by 143 accounts).
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Questions about Jonathan
Is Jonathan Wong a fee-only financial advisor?
Yes. Jonathan Wong 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 Jonathan's firm.
How does Jonathan charge for financial advice?
Jonathan's firm, Layari Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Wong based?
Jonathan Wong is based in Fullerton, California.
What credentials does Jonathan Wong hold?
Jonathan Wong holds the CFP, APMA and CRPC credentials.
Is Jonathan Wong registered with the SEC?
Yes. Jonathan Wong is registered as an investment adviser representative in CA (CRD 5687563), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Layari Financial manage?
Layari Financial reports $9.1M across 143 accounts in assets under management.
How do I contact Jonathan Wong?
Through Jonathan's website, layari.co.
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
- Layari Financial 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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