Joseph Guo
Empath Wealth LLC · Torrance, California
Joseph Guo is a fee-only financial advisor at Empath Wealth LLC in Torrance, California, who holds the CFP credential. Empath Wealth LLC reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Empath Wealth LLC |
|---|---|
| Based in | Torrance, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $1.2M across 12 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5939645 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- Empath Wealth LLC's average account is about $97,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Joseph
Is Joseph Guo a fee-only financial advisor?
Yes. Joseph Guo is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joseph's firm.
How does Joseph charge for financial advice?
Joseph's firm, Empath Wealth LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Guo based?
Joseph Guo is based in Torrance, California.
What credentials does Joseph Guo hold?
Joseph Guo holds the CFP credential.
Is Joseph Guo registered with the SEC?
Yes. Joseph Guo is registered as an investment adviser representative in CA (CRD 5939645), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Empath Wealth LLC manage?
Empath Wealth LLC reports $1.2M across 12 accounts in assets under management.
How do I contact Joseph Guo?
Contact details aren't on file yet. Search for Empath Wealth LLC.
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
- 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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