Mai Yang
Heartworth Financial · Saint Louis Park, Minnesota
Mai Yang is a fee-only financial advisor at Heartworth Financial in Saint Louis Park, Minnesota, who holds the CFP credential. Mai charges a one-time planning fee, an ongoing planning fee and a percentage of assets (ongoing planning from $2,400 a year and one-time plans from $500) and focuses on physicians & residents, student loans and retirement planning.
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Specialties
Who they serve
- Physicians
- Early-career professionals
Facts
| Firm | Heartworth Financial |
|---|---|
| Based in | Saint Louis Park, Minnesota |
| Fee model | One-time planning fee · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $500 · 0.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $396K across 5 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6015661 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | heartworthfinancial.com |
| Profile |
How Mai's firm compares
- Ongoing planning starts at $2,400 a year, above the Minnesota median of $2,100 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Minnesota median of $1,200 for fee-only firms that publish prices.
- Heartworth Financial's average account is about $79,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Mai
Is Mai Yang a fee-only financial advisor?
Yes. Mai Yang 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 Mai's firm.
How does Mai charge for financial advice?
Mai charges a one-time planning fee, an ongoing planning fee and a percentage of assets.
How much does Mai charge?
According to Heartworth Financial's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $500; 0.5% a year on the first tier of assets managed.
Where is Mai Yang based?
Mai Yang is based in Saint Louis Park, Minnesota.
What does Mai specialize in?
Mai's specialties include physicians & residents, student loans, retirement planning, tax planning and estate & legacy planning. Mai works with physicians and early-career professionals.
What credentials does Mai Yang hold?
Mai Yang holds the CFP credential.
Is Mai Yang registered with the SEC?
Yes. Mai Yang is registered as an investment adviser representative in MN (CRD 6015661), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Heartworth Financial manage?
Heartworth Financial reports $396K across 5 accounts in assets under management.
How do I contact Mai Yang?
Through Mai's website, heartworthfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Saint Louis Park
Other advisors in Minnesota who focus on physicians & residents
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Heartworth 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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