Li Tang
Bbjs Financial Advisors · Seattle, Washington
Li Tang is a fee-only financial advisor at Bbjs Financial Advisors in Seattle, Washington, who holds the CFA credential. Bbjs Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Bbjs Financial Advisors |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $331.5M across 84 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 4907676 |
| Exams passed | Series 63 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bbjsadvisors.com |
| Profile |
How Li's firm compares
- Bbjs Financial Advisors's average account is about $3.9 million, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Li
Is Li Tang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Li holds no broker registration, and Bbjs Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Li charge for financial advice?
Li's firm, Bbjs Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Li Tang based?
Li Tang is based in Seattle, Washington.
What credentials does Li Tang hold?
Li Tang holds the CFA credential.
Is Li Tang registered with the SEC?
Yes. Li Tang is registered as an investment adviser representative in WA (CRD 4907676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bbjs Financial Advisors manage?
Bbjs Financial Advisors reports $331.5M across 84 accounts in assets under management.
How do I contact Li Tang?
Through Li's website, www.bbjsadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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