Liem Hoang
Stillforest Wealth Management · Houston, Texas
Liem Hoang is a fee-only financial advisor at Stillforest Wealth Management in Houston, Texas, who holds the CFA, CFP and JD credentials. Liem focuses on equity compensation, estate & legacy planning and tax planning. Stillforest Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Stillforest Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $20.1M across 87 accounts |
| Credentials | CFA · CFP · JD |
| SEC registration | Investment adviser representative in LA, TX · CRD 6712782 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | stillforestwealth.com |
How Liem's firm compares
- Stillforest Wealth Management's average account is about $231,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Liem
Is Liem Hoang a fee-only financial advisor?
Yes. Liem Hoang 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 Liem's firm.
How does Liem charge for financial advice?
Liem's firm, Stillforest Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Liem Hoang based?
Liem Hoang is based in Houston, Texas.
What does Liem specialize in?
Liem's specialties include equity compensation, estate & legacy planning and tax planning.
What credentials does Liem Hoang hold?
Liem Hoang holds the CFA, CFP and JD credentials.
Is Liem Hoang registered with the SEC?
Yes. Liem Hoang is registered as an investment adviser representative in LA and TX (CRD 6712782), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Stillforest Wealth Management manage?
Stillforest Wealth Management reports $20.1M across 87 accounts in assets under management.
How do I contact Liem Hoang?
Through Liem's website, stillforestwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Stillforest Wealth Management 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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